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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 | $3,224 | $27,632-88.3% | $61,452-94.8% | $68,486-95.3% |
| Participation rate | 18.0% | 39.5%-21.5pp | 52.6%-34.6pp | 67.9%-49.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $231 | $696-66.8% | $1,160-80.1% | $2,597-91.1% |
| Participant deferral / active EE | $297 | $1,264-76.5% | $2,125-86.0% | $4,028-92.6% |
| Admin fee / account holder | $42 | $2,010-97.9% | $2,131-98.0% | $5,404-99.2% |