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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 | $69,528 | $150,442-53.8% | $136,295-49.0% | $147,585-52.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 62.47% | 1049.09%-986.6pp | 5155.97%-5093.5pp | 578.56%-516.1pp |
| Employer contribution / active EE | $7,634 | $5,256+45.2% | $4,695+62.6% | $4,876+56.5% |
| Participant deferral / active EE | $4,169 | $6,630-37.1% | $6,247-33.3% | $5,439-23.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |