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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 | $561 | $25,979-97.8% | $71,778-99.2% | $68,490-99.2% |
| Participation rate | 55.3% | 54.5%+0.8pp | 62.3%-7.1pp | 67.9%-12.6pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.15%-9.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $108 | $900-88.1% | $1,704-93.7% | $2,597-95.9% |
| Participant deferral / active EE | $203 | $1,522-86.7% | $2,656-92.4% | $4,028-95.0% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |