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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 | $117,124 | $104,116+12.5% | $71,089+64.8% | $135,380-13.5% |
| Participation rate | 28.6% | 65.7%-37.1pp | 54.6%-26.1pp | 82.6%-54.1pp |
| Annual return | 89.96% | 1256.51%-1166.5pp | 650.65%-560.7pp | 519.81%-429.8pp |
| Employer contribution / active EE | $3,143 | $1,485+111.6% | $1,088+188.9% | $4,779-34.2% |
| Participant deferral / active EE | $5,143 | $2,524+103.8% | $1,873+174.7% | $5,609-8.3% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |