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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 | $5,284 | $27,639-80.9% | $61,501-91.4% | $68,490-92.3% |
| Participation rate | 61.8% | 39.5%+22.3pp | 52.6%+9.2pp | 67.9%-6.1pp |
| Annual return | -17.75% | -13.19%-4.6pp | 339.04%-356.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $547 | $696-21.4% | $1,160-52.8% | $2,597-78.9% |
| Participant deferral / active EE | $1,757 | $1,264+39.0% | $2,125-17.3% | $4,028-56.4% |
| Admin fee / account holder | $195 | $2,012-90.3% | $2,132-90.9% | $5,403-96.4% |