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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 | $7,825 | $27,632-71.7% | $61,452-87.3% | $68,486-88.6% |
| Participation rate | 6.3% | 39.5%-33.2pp | 52.6%-46.3pp | 67.9%-61.6pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $142 | $696-79.6% | $1,160-87.8% | $2,597-94.5% |
| Participant deferral / active EE | $358 | $1,264-71.6% | $2,125-83.1% | $4,028-91.1% |
| Admin fee / account holder | $8 | $2,010-99.6% | $2,131-99.6% | $5,404-99.8% |