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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 | $5,577 | $27,639-79.8% | $61,501-90.9% | $68,490-91.9% |
| Participation rate | 30.0% | 39.5%-9.5pp | 52.6%-22.6pp | 67.9%-37.9pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $532 | $696-23.5% | $1,160-54.1% | $2,597-79.5% |
| Participant deferral / active EE | $1,199 | $1,264-5.1% | $2,125-43.6% | $4,028-70.2% |
| Admin fee / account holder | $58 | $2,012-97.1% | $2,132-97.3% | $5,403-98.9% |