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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,705 | $27,639+3.9% | $61,501-53.3% | $68,490-58.1% |
| Participation rate | 10.5% | 39.5%-29.0pp | 52.6%-42.0pp | 67.9%-57.4pp |
| Annual return | -16.13% | -13.19%-2.9pp | 339.04%-355.2pp | -7.85%-8.3pp |
| Employer contribution / active EE | $365 | $696-47.6% | $1,160-68.5% | $2,597-85.9% |
| Participant deferral / active EE | $1,092 | $1,264-13.6% | $2,125-48.6% | $4,028-72.9% |
| Admin fee / account holder | $17 | $2,012-99.2% | $2,132-99.2% | $5,403-99.7% |