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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 | $10,553 | $27,632-61.8% | $61,452-82.8% | $68,486-84.6% |
| Participation rate | 60.6% | 39.5%+21.1pp | 52.6%+8.0pp | 67.9%-7.3pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $364 | $696-47.7% | $1,160-68.6% | $2,597-86.0% |
| Participant deferral / active EE | $617 | $1,264-51.2% | $2,125-71.0% | $4,028-84.7% |
| Admin fee / account holder | $94 | $2,010-95.3% | $2,131-95.6% | $5,404-98.3% |