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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 | $11,778 | $26,549-55.6% | $61,501-80.8% | $66,949-82.4% |
| Participation rate | 33.0% | 38.1%-5.1pp | 52.6%-19.6pp | 69.8%-36.8pp |
| Annual return | -18.42% | -16.21%-2.2pp | 339.04%-357.5pp | 1.57%-20.0pp |
| Employer contribution / active EE | $748 | $651+14.9% | $1,160-35.5% | $2,545-70.6% |
| Participant deferral / active EE | $1,283 | $1,338-4.1% | $2,125-39.6% | $4,239-69.7% |
| Admin fee / account holder | $194 | $409-52.6% | $2,132-90.9% | $594-67.3% |