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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 | $598 | $25,979-97.7% | $71,702-99.2% | $68,495-99.1% |
| Participation rate | 56.3% | 54.5%+1.8pp | 62.3%-6.1pp | 67.9%-11.6pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $121 | $900-86.5% | $1,704-92.9% | $2,596-95.3% |
| Participant deferral / active EE | $248 | $1,522-83.7% | $2,658-90.7% | $4,028-93.8% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |