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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 | $8,661 | $27,632-68.7% | $61,452-85.9% | $68,486-87.4% |
| Participation rate | 25.7% | 39.5%-13.8pp | 52.6%-26.9pp | 67.9%-42.2pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $182 | $696-73.9% | $1,160-84.3% | $2,597-93.0% |
| Participant deferral / active EE | $784 | $1,264-37.9% | $2,125-63.1% | $4,028-80.5% |
| Admin fee / account holder | $4 | $2,010-99.8% | $2,131-99.8% | $5,404-99.9% |