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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 | $19,595 | $27,632-29.1% | $61,452-68.1% | $68,486-71.4% |
| Participation rate | 37.5% | 39.5%-2.0pp | 52.6%-15.1pp | 67.9%-30.4pp |
| Annual return | -18.33% | -13.24%-5.1pp | 338.96%-357.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $576 | $696-17.2% | $1,160-50.3% | $2,597-77.8% |
| Participant deferral / active EE | $765 | $1,264-39.5% | $2,125-64.0% | $4,028-81.0% |
| Admin fee / account holder | $195 | $2,010-90.3% | $2,131-90.9% | $5,404-96.4% |