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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 | $230,446 | $169,356+36.1% | $129,406+78.1% | $145,897+58.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 0.00% | 14418.62%-14418.6pp | 9468.18%-9468.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $115,223 | $5,542+1979.1% | $4,155+2672.9% | $4,663+2371.2% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |