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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 | $8,725 | $21,389-59.2% | - | $68,490-87.3% |
| Participation rate | 26.3% | 40.8%-14.4pp | - | 67.9%-41.6pp |
| Annual return | 0.00% | -15.84%+15.8pp | - | -7.85%+7.9pp |
| Employer contribution / active EE | $394 | $1,123-64.9% | - | $2,597-84.8% |
| Participant deferral / active EE | $1,141 | $1,547-26.3% | - | $4,028-71.7% |
| Admin fee / account holder | $50 | $2,251-97.8% | - | $5,403-99.1% |