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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 | $660 | $25,979-97.5% | $71,755-99.1% | $68,486-99.0% |
| Participation rate | 62.2% | 54.5%+7.7pp | 62.3%-0.1pp | 67.9%-5.6pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.09%-9.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $151 | $900-83.2% | $1,704-91.1% | $2,597-94.2% |
| Participant deferral / active EE | $306 | $1,522-79.9% | $2,656-88.5% | $4,028-92.4% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,972-100.0% | $5,404-100.0% |