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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 | $16,009 | $32,117-50.2% | $71,089-77.5% | $64,173-75.1% |
| Participation rate | 28.1% | 42.7%-14.6pp | 54.6%-26.5pp | 69.6%-41.4pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.65%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,254 | $712+76.0% | $1,088+15.2% | $2,381-47.3% |
| Participant deferral / active EE | $3,008 | $1,263+138.2% | $1,873+60.7% | $3,470-13.3% |
| Admin fee / account holder | $207 | $2,759-92.5% | $3,082-93.3% | $4,887-95.8% |