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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 | $7,025 | $27,639-74.6% | $61,501-88.6% | $68,490-89.7% |
| Participation rate | 15.4% | 39.5%-24.1pp | 52.6%-37.2pp | 67.9%-52.5pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $181 | $696-74.0% | $1,160-84.4% | $2,597-93.0% |
| Participant deferral / active EE | $906 | $1,264-28.3% | $2,125-57.4% | $4,028-77.5% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |