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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 | $7,203 | $27,632-73.9% | $61,452-88.3% | $68,486-89.5% |
| Participation rate | 11.5% | 39.5%-28.0pp | 52.6%-41.0pp | 67.9%-56.4pp |
| Annual return | -9.54% | -13.24%+3.7pp | 338.96%-348.5pp | -7.85%-1.7pp |
| Employer contribution / active EE | $168 | $696-75.8% | $1,160-85.5% | $2,597-93.5% |
| Participant deferral / active EE | $881 | $1,264-30.3% | $2,125-58.5% | $4,028-78.1% |
| Admin fee / account holder | $70 | $2,010-96.5% | $2,131-96.7% | $5,404-98.7% |