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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 | $8,699 | $27,632-68.5% | $61,399-85.8% | $68,495-87.3% |
| Participation rate | 14.7% | 39.5%-24.8pp | 52.6%-37.9pp | 67.9%-53.2pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.81%-338.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $490 | $696-29.6% | $1,159-57.8% | $2,596-81.1% |
| Participant deferral / active EE | $1,147 | $1,264-9.3% | $2,124-46.0% | $4,028-71.5% |
| Admin fee / account holder | $18 | $2,010-99.1% | $2,131-99.2% | $5,403-99.7% |