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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 | $109,045 | $59,116+84.5% | $86,438+26.2% | $68,486+59.2% |
| Participation rate | 68.6% | 75.2%-6.7pp | 80.3%-11.8pp | 67.9%+0.7pp |
| Annual return | 1.93% | -0.23%+2.2pp | 4397.19%-4395.3pp | -7.85%+9.8pp |
| Employer contribution / active EE | $3,421 | $2,519+35.8% | $3,769-9.3% | $2,597+31.7% |
| Participant deferral / active EE | $8,137 | $5,902+37.9% | $6,952+17.0% | $4,028+102.0% |
| Admin fee / account holder | $219 | $5,639-96.1% | $6,733-96.7% | $5,404-95.9% |