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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 | $9,118 | $27,632-67.0% | $61,452-85.2% | $68,486-86.7% |
| Participation rate | 16.0% | 39.5%-23.5pp | 52.6%-36.6pp | 67.9%-51.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $750 | $696+7.8% | $1,160-35.3% | $2,597-71.1% |
| Participant deferral / active EE | $765 | $1,264-39.5% | $2,125-64.0% | $4,028-81.0% |
| Admin fee / account holder | $102 | $2,010-94.9% | $2,131-95.2% | $5,404-98.1% |