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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 | $4,916 | $60,813-91.9% | - | $134,532-96.3% |
| Participation rate | 31.3% | 67.1%-35.9pp | - | 81.2%-50.0pp |
| Annual return | 0.00% | -10.69%+10.7pp | - | 418.27%-418.3pp |
| Employer contribution / active EE | $219 | $2,735-92.0% | - | $4,741-95.4% |
| Participant deferral / active EE | $1,294 | $4,132-68.7% | - | $6,401-79.8% |
| Admin fee / account holder | $4 | $4,065-99.9% | - | $11,429-100.0% |