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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 | $33,842 | $99,011-65.8% | $86,582-60.9% | $147,586-77.1% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 19.47% | 1312.75%-1293.3pp | 965.08%-945.6pp | 578.59%-559.1pp |
| Employer contribution / active EE | $10,183 | $3,132+225.1% | $2,839+258.6% | $4,876+108.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |