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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 | $568 | $25,979-97.8% | $71,778-99.2% | $68,490-99.2% |
| Participation rate | 57.1% | 54.5%+2.6pp | 62.3%-5.2pp | 67.9%-10.8pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.15%-9.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $143 | $900-84.1% | $1,704-91.6% | $2,597-94.5% |
| Participant deferral / active EE | $243 | $1,522-84.1% | $2,656-90.9% | $4,028-94.0% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |