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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 | $837 | $25,979-96.8% | $71,702-98.8% | $68,495-98.8% |
| Participation rate | 52.9% | 54.5%-1.6pp | 62.3%-9.4pp | 67.9%-15.0pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $131 | $900-85.5% | $1,704-92.3% | $2,596-95.0% |
| Participant deferral / active EE | $404 | $1,522-73.4% | $2,658-84.8% | $4,028-90.0% |
| Admin fee / account holder | $13 | $2,022-99.3% | $3,974-99.7% | $5,403-99.8% |