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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 | $11,579 | $27,639-58.1% | $61,501-81.2% | $68,490-83.1% |
| Participation rate | 24.0% | 39.5%-15.5pp | 52.6%-28.6pp | 67.9%-43.9pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $531 | $696-23.8% | $1,160-54.2% | $2,597-79.6% |
| Participant deferral / active EE | $1,815 | $1,264+43.6% | $2,125-14.6% | $4,028-54.9% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |