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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 | $1,188 | $25,979-95.4% | $71,778-98.3% | $68,490-98.3% |
| Participation rate | 51.7% | 54.5%-2.8pp | 62.3%-10.6pp | 67.9%-16.2pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.15%-9.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $120 | $900-86.7% | $1,704-92.9% | $2,597-95.4% |
| Participant deferral / active EE | $581 | $1,522-61.8% | $2,656-78.1% | $4,028-85.6% |
| Admin fee / account holder | $9 | $2,022-99.6% | $3,974-99.8% | $5,403-99.8% |