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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 | $8,322 | $32,117-74.1% | $71,089-88.3% | $64,173-87.0% |
| Participation rate | 50.0% | 42.7%+7.3pp | 54.6%-4.6pp | 69.6%-19.6pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.65%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $715 | $712+0.5% | $1,088-34.2% | $2,381-69.9% |
| Participant deferral / active EE | $1,294 | $1,263+2.5% | $1,873-30.9% | $3,470-62.7% |
| Admin fee / account holder | $80 | $2,759-97.1% | $3,082-97.4% | $4,887-98.4% |