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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 | $10,478 | $54,370-80.7% | $82,763-87.3% | $68,490-84.7% |
| Participation rate | 20.0% | 63.9%-43.9pp | 72.6%-52.6pp | 67.9%-47.9pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.45%-702.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $612 | $2,219-72.4% | $3,008-79.7% | $2,597-76.4% |
| Participant deferral / active EE | $1,971 | $3,247-39.3% | $4,395-55.2% | $4,028-51.1% |
| Admin fee / account holder | $90 | $4,398-98.0% | $5,325-98.3% | $5,403-98.3% |