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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 | $2,399 | $27,639-91.3% | $61,501-96.1% | $68,490-96.5% |
| Participation rate | 28.1% | 39.5%-11.4pp | 52.6%-24.4pp | 67.9%-39.8pp |
| Annual return | -19.52% | -13.19%-6.3pp | 339.04%-358.6pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $745 | $1,264-41.0% | $2,125-64.9% | $4,028-81.5% |
| Admin fee / account holder | $279 | $2,012-86.1% | $2,132-86.9% | $5,403-94.8% |