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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 | $7,536 | $32,117-76.5% | $71,089-89.4% | $64,173-88.3% |
| Participation rate | 18.2% | 42.7%-24.5pp | 54.6%-36.5pp | 69.6%-51.4pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.65%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $233 | $712-67.3% | $1,088-78.6% | $2,381-90.2% |
| Participant deferral / active EE | $1,292 | $1,263+2.3% | $1,873-31.0% | $3,470-62.8% |
| Admin fee / account holder | $124 | $2,759-95.5% | $3,082-96.0% | $4,887-97.5% |