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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 | $655 | $25,979-97.5% | $71,702-99.1% | $68,495-99.0% |
| Participation rate | 68.8% | 54.5%+14.3pp | 62.3%+6.4pp | 67.9%+0.9pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $182 | $900-79.8% | $1,704-89.3% | $2,596-93.0% |
| Participant deferral / active EE | $352 | $1,522-76.8% | $2,658-86.7% | $4,028-91.3% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |