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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 | $23,245 | $32,117-27.6% | $71,086-67.3% | $64,173-63.8% |
| Participation rate | 15.4% | 42.7%-27.3pp | 54.7%-39.3pp | 69.6%-54.2pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $268 | $712-62.3% | $1,088-75.3% | $2,381-88.7% |
| Participant deferral / active EE | $3,308 | $1,263+161.9% | $1,874+76.5% | $3,470-4.7% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |