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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 | $26,942 | $48,274-44.2% | $63,244-57.4% | $59,633-54.8% |
| Participation rate | 47.5% | 66.3%-18.8pp | 71.0%-23.5pp | 68.7%-21.2pp |
| Annual return | 0.02% | -240.79%+240.8pp | -70.31%+70.3pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $1,080 | $1,586-31.9% | $2,322-53.5% | $2,203-51.0% |
| Participant deferral / active EE | $2,237 | $2,343-4.5% | $2,953-24.3% | $3,192-29.9% |
| Admin fee / account holder | $155 | $3,600-95.7% | $5,893-97.4% | $4,297-96.4% |