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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 | $5,243 | $27,632-81.0% | $61,452-91.5% | $68,486-92.3% |
| Participation rate | 20.7% | 39.5%-18.8pp | 52.6%-31.9pp | 67.9%-47.2pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $359 | $696-48.4% | $1,160-69.0% | $2,597-86.2% |
| Participant deferral / active EE | $727 | $1,264-42.5% | $2,125-65.8% | $4,028-82.0% |
| Admin fee / account holder | $32 | $2,010-98.4% | $2,131-98.5% | $5,404-99.4% |