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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 | $9,564 | $27,632-65.4% | $61,452-84.4% | $68,486-86.0% |
| Participation rate | 40.6% | 39.5%+1.1pp | 52.6%-11.9pp | 67.9%-27.3pp |
| Annual return | 4.81% | -13.24%+18.0pp | 338.96%-334.1pp | -7.85%+12.7pp |
| Employer contribution / active EE | $608 | $696-12.6% | $1,160-47.6% | $2,597-76.6% |
| Participant deferral / active EE | $1,874 | $1,264+48.3% | $2,125-11.8% | $4,028-53.5% |
| Admin fee / account holder | $135 | $2,010-93.3% | $2,131-93.7% | $5,404-97.5% |