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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 | $6,847 | $27,639-75.2% | $61,501-88.9% | $68,490-90.0% |
| Participation rate | 5.9% | 39.5%-33.6pp | 52.6%-46.7pp | 67.9%-62.0pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $145 | $696-79.2% | $1,160-87.5% | $2,597-94.4% |
| Participant deferral / active EE | $515 | $1,264-59.3% | $2,125-75.8% | $4,028-87.2% |
| Admin fee / account holder | $20 | $2,012-99.0% | $2,132-99.1% | $5,403-99.6% |