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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 | $829 | $25,979-96.8% | $71,702-98.8% | $68,495-98.8% |
| Participation rate | 58.3% | 54.5%+3.8pp | 62.3%-4.0pp | 67.9%-9.6pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $178 | $900-80.2% | $1,704-89.6% | $2,596-93.1% |
| Participant deferral / active EE | $336 | $1,522-77.9% | $2,658-87.4% | $4,028-91.7% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |