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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 | $27,519 | $27,639-0.4% | $61,501-55.3% | $68,490-59.8% |
| Participation rate | 55.2% | 39.5%+15.7pp | 52.6%+2.6pp | 67.9%-12.7pp |
| Annual return | -17.58% | -13.19%-4.4pp | 339.04%-356.6pp | -7.85%-9.7pp |
| Employer contribution / active EE | $807 | $696+15.9% | $1,160-30.4% | $2,597-68.9% |
| Participant deferral / active EE | $2,562 | $1,264+102.8% | $2,125+20.6% | $4,028-36.4% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |