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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 | $13,451 | $35,183-61.8% | $73,550-81.7% | $70,126-80.8% |
| Participation rate | 14.8% | 42.9%-28.1pp | 54.9%-40.1pp | 69.5%-54.7pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $156 | $709-78.0% | $1,219-87.2% | $2,343-93.3% |
| Participant deferral / active EE | $1,804 | $1,220+47.9% | $1,8040% | $3,332-45.9% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |