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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 | $3,605 | $25,979-86.1% | $71,755-95.0% | $68,486-94.7% |
| Participation rate | 21.6% | 54.5%-32.9pp | 62.3%-40.7pp | 67.9%-46.3pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.09%-9.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $193 | $900-78.6% | $1,704-88.7% | $2,597-92.6% |
| Participant deferral / active EE | $744 | $1,522-51.1% | $2,656-72.0% | $4,028-81.5% |
| Admin fee / account holder | $215 | $2,022-89.4% | $3,972-94.6% | $5,404-96.0% |