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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 | $586 | $25,979-97.7% | $71,755-99.2% | $68,486-99.1% |
| Participation rate | 60.8% | 54.5%+6.3pp | 62.3%-1.5pp | 67.9%-7.1pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.09%-9.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $129 | $900-85.6% | $1,704-92.4% | $2,597-95.0% |
| Participant deferral / active EE | $242 | $1,522-84.1% | $2,656-90.9% | $4,028-94.0% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,972-100.0% | $5,404-100.0% |