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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 | $2,996 | $25,979-88.5% | $71,702-95.8% | $68,495-95.6% |
| Participation rate | 34.0% | 54.5%-20.5pp | 62.3%-28.3pp | 67.9%-33.9pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $105 | $900-88.4% | $1,704-93.9% | $2,596-96.0% |
| Participant deferral / active EE | $1,187 | $1,522-22.0% | $2,658-55.3% | $4,028-70.5% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |