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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 | $4,681 | $27,632-83.1% | $61,399-92.4% | $68,495-93.2% |
| Participation rate | 13.3% | 39.5%-26.2pp | 52.6%-39.2pp | 67.9%-54.6pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.81%-338.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $212 | $696-69.5% | $1,159-81.7% | $2,596-91.8% |
| Participant deferral / active EE | $604 | $1,264-52.2% | $2,124-71.6% | $4,028-85.0% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,403-100.0% |