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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 | $84,692 | $82,630+2.5% | $64,105+32.1% | $125,389-32.5% |
| Participation rate | 33.3% | 75.9%-42.5pp | 68.2%-34.8pp | 83.2%-49.9pp |
| Annual return | 72.58% | 1489.72%-1417.1pp | 791.24%-718.7pp | 282.24%-209.7pp |
| Employer contribution / active EE | $5,211 | $2,671+95.1% | $1,820+186.3% | $4,866+7.1% |
| Participant deferral / active EE | $16,000 | $3,608+343.4% | $2,822+467.0% | $5,352+199.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |