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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 | $1,225 | $25,979-95.3% | $71,755-98.3% | $68,486-98.2% |
| Participation rate | 29.3% | 54.5%-25.2pp | 62.3%-33.1pp | 67.9%-38.6pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.09%-9.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $173 | $900-80.8% | $1,704-89.9% | $2,597-93.4% |
| Participant deferral / active EE | $183 | $1,522-88.0% | $2,656-93.1% | $4,028-95.5% |
| Admin fee / account holder | $3 | $2,022-99.9% | $3,972-99.9% | $5,404-99.9% |