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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 | $10,083 | $60,813-83.4% | - | $134,532-92.5% |
| Participation rate | 21.1% | 67.1%-46.1pp | - | 81.2%-60.2pp |
| Annual return | 0.00% | -10.69%+10.7pp | - | 418.27%-418.3pp |
| Employer contribution / active EE | $459 | $2,735-83.2% | - | $4,741-90.3% |
| Participant deferral / active EE | $1,719 | $4,132-58.4% | - | $6,401-73.1% |
| Admin fee / account holder | $23 | $4,065-99.4% | - | $11,429-99.8% |