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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 | $13,797 | $27,632-50.1% | $61,452-77.5% | $68,486-79.9% |
| Participation rate | 4.3% | 39.5%-35.2pp | 52.6%-48.2pp | 67.9%-63.5pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $110 | $696-84.2% | $1,160-90.5% | $2,597-95.8% |
| Participant deferral / active EE | $490 | $1,264-61.2% | $2,125-77.0% | $4,028-87.8% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |