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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 | $12,098 | $27,639-56.2% | $61,501-80.3% | $68,490-82.3% |
| Participation rate | 11.4% | 39.5%-28.1pp | 52.6%-41.2pp | 67.9%-56.5pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $211 | $696-69.7% | $1,160-81.8% | $2,597-91.9% |
| Participant deferral / active EE | $1,211 | $1,264-4.2% | $2,125-43.0% | $4,028-69.9% |
| Admin fee / account holder | $51 | $2,012-97.4% | $2,132-97.6% | $5,403-99.0% |