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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 | $6,569 | $27,632-76.2% | $61,452-89.3% | $68,486-90.4% |
| Participation rate | 24.2% | 39.5%-15.3pp | 52.6%-28.3pp | 67.9%-43.7pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $473 | $696-32.0% | $1,160-59.2% | $2,597-81.8% |
| Participant deferral / active EE | $1,222 | $1,264-3.3% | $2,125-42.5% | $4,028-69.7% |
| Admin fee / account holder | $76 | $2,010-96.2% | $2,131-96.5% | $5,404-98.6% |