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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 | $10,674 | $27,632-61.4% | $61,399-82.6% | $68,495-84.4% |
| Participation rate | 19.6% | 39.5%-19.9pp | 52.6%-33.0pp | 67.9%-48.3pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.81%-338.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $190 | $696-72.7% | $1,159-83.6% | $2,596-92.7% |
| Participant deferral / active EE | $471 | $1,264-62.7% | $2,124-77.8% | $4,028-88.3% |
| Admin fee / account holder | $10 | $2,010-99.5% | $2,131-99.5% | $5,403-99.8% |