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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 | $2,559 | $25,979-90.2% | $71,702-96.4% | $68,495-96.3% |
| Participation rate | 27.3% | 54.5%-27.2pp | 62.3%-35.1pp | 67.9%-40.6pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $528 | $900-41.4% | $1,704-69.0% | $2,596-79.7% |
| Participant deferral / active EE | $864 | $1,522-43.3% | $2,658-67.5% | $4,028-78.6% |
| Admin fee / account holder | $111 | $2,022-94.5% | $3,974-97.2% | $5,403-97.9% |