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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 | $938 | $25,979-96.4% | $71,755-98.7% | $68,486-98.6% |
| Participation rate | 59.6% | 54.5%+5.1pp | 62.3%-2.7pp | 67.9%-8.3pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.09%-9.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $152 | $900-83.1% | $1,704-91.0% | $2,597-94.1% |
| Participant deferral / active EE | $443 | $1,522-70.9% | $2,656-83.3% | $4,028-89.0% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,972-100.0% | $5,404-100.0% |