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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 | $18,991 | $27,639-31.3% | $61,501-69.1% | $68,490-72.3% |
| Participation rate | 17.2% | 39.5%-22.3pp | 52.6%-35.3pp | 67.9%-50.7pp |
| Annual return | -20.71% | -13.19%-7.5pp | 339.04%-359.8pp | -7.85%-12.9pp |
| Employer contribution / active EE | $412 | $696-40.8% | $1,160-64.5% | $2,597-84.1% |
| Participant deferral / active EE | $1,424 | $1,264+12.7% | $2,125-33.0% | $4,028-64.6% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |