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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 | $2,355 | $25,979-90.9% | $71,778-96.7% | $68,490-96.6% |
| Participation rate | 40.0% | 54.5%-14.5pp | 62.3%-22.3pp | 67.9%-27.9pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.15%-9.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $210 | $900-76.7% | $1,704-87.7% | $2,597-91.9% |
| Participant deferral / active EE | $934 | $1,522-38.6% | $2,656-64.8% | $4,028-76.8% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |