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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 | $134,296 | $109,372+22.8% | $89,414+50.2% | $158,966-15.5% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 100.93% | 345.55%-244.6pp | 245.50%-144.6pp | 302.95%-202.0pp |
| Employer contribution / active EE | $5,341 | $3,171+68.4% | $2,586+106.5% | $4,762+12.1% |
| Participant deferral / active EE | $10,504 | $4,598+128.4% | $3,890+170.1% | $5,983+75.6% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |