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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 | $26,948 | $27,639-2.5% | $61,501-56.2% | $68,490-60.7% |
| Participation rate | 20.7% | 39.5%-18.8pp | 52.6%-31.9pp | 67.9%-47.2pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $255 | $696-63.3% | $1,160-78.0% | $2,597-90.2% |
| Participant deferral / active EE | $501 | $1,264-60.3% | $2,125-76.4% | $4,028-87.6% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |