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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 | $44,825 | $32,117+39.6% | $71,086-36.9% | $64,181-30.2% |
| Participation rate | 16.7% | 42.7%-26.0pp | 54.7%-38.0pp | 69.6%-52.9pp |
| Annual return | -7.22% | -5.57%-1.7pp | 650.59%-657.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $168 | $712-76.5% | $1,088-84.6% | $2,381-93.0% |
| Participant deferral / active EE | $670 | $1,263-46.9% | $1,874-64.2% | $3,470-80.7% |
| Admin fee / account holder | $2 | $2,759-99.9% | $3,082-99.9% | $4,887-100.0% |