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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 | $27,019 | $27,639-2.2% | $61,501-56.1% | $68,490-60.6% |
| Participation rate | 30.2% | 39.5%-9.3pp | 52.6%-22.3pp | 67.9%-37.7pp |
| Annual return | -14.38% | -13.19%-1.2pp | 339.04%-353.4pp | -7.85%-6.5pp |
| Employer contribution / active EE | $712 | $696+2.3% | $1,160-38.6% | $2,597-72.6% |
| Participant deferral / active EE | $1,615 | $1,264+27.8% | $2,125-24.0% | $4,028-59.9% |
| Admin fee / account holder | $241 | $2,012-88.0% | $2,132-88.7% | $5,403-95.5% |