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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 | $11,296 | $54,370-79.2% | $82,763-86.4% | $68,490-83.5% |
| Participation rate | 64.2% | 63.9%+0.2pp | 72.6%-8.4pp | 67.9%-3.7pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.45%-702.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $321 | $2,219-85.5% | $3,008-89.3% | $2,597-87.6% |
| Participant deferral / active EE | $1,367 | $3,247-57.9% | $4,395-68.9% | $4,028-66.1% |
| Admin fee / account holder | $18 | $4,398-99.6% | $5,325-99.7% | $5,403-99.7% |