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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 | $3,681 | $27,632-86.7% | $61,399-94.0% | $68,495-94.6% |
| Participation rate | 32.5% | 39.5%-7.0pp | 52.6%-20.1pp | 67.9%-35.4pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.81%-338.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $248 | $696-64.3% | $1,159-78.6% | $2,596-90.4% |
| Participant deferral / active EE | $822 | $1,264-34.9% | $2,124-61.3% | $4,028-79.6% |
| Admin fee / account holder | $211 | $2,010-89.5% | $2,131-90.1% | $5,403-96.1% |