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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 | $764 | $25,979-97.1% | $71,755-98.9% | $68,486-98.9% |
| Participation rate | 47.2% | 54.5%-7.3pp | 62.3%-15.1pp | 67.9%-20.7pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.09%-9.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $139 | $900-84.5% | $1,704-91.8% | $2,597-94.6% |
| Participant deferral / active EE | $478 | $1,522-68.6% | $2,656-82.0% | $4,028-88.1% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,972-100.0% | $5,404-100.0% |