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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 | $7,540 | $27,632-72.7% | $61,452-87.7% | $68,486-89.0% |
| Participation rate | 65.7% | 39.5%+26.2pp | 52.6%+13.1pp | 67.9%-2.2pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,795 | $696+445.4% | $1,160+227.3% | $2,597+46.2% |
| Participant deferral / active EE | $2,165 | $1,264+71.3% | $2,125+1.9% | $4,028-46.3% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |