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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 | $5,727 | $27,639-79.3% | $61,501-90.7% | $68,490-91.6% |
| Participation rate | 28.0% | 39.5%-11.5pp | 52.6%-24.6pp | 67.9%-39.9pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $382 | $696-45.2% | $1,160-67.1% | $2,597-85.3% |
| Participant deferral / active EE | $1,450 | $1,264+14.8% | $2,125-31.7% | $4,028-64.0% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |