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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 | $9,655 | $27,632-65.1% | $61,452-84.3% | $68,486-85.9% |
| Participation rate | 19.2% | 39.5%-20.3pp | 52.6%-33.3pp | 67.9%-48.7pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $189 | $696-72.8% | $1,160-83.7% | $2,597-92.7% |
| Participant deferral / active EE | $1,741 | $1,264+37.8% | $2,125-18.1% | $4,028-56.8% |
| Admin fee / account holder | $13 | $2,010-99.4% | $2,131-99.4% | $5,404-99.8% |