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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 | $197,029 | $150,442+31.0% | $136,295+44.6% | $147,585+33.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 31.83% | 1049.09%-1017.3pp | 5155.97%-5124.1pp | 578.56%-546.7pp |
| Employer contribution / active EE | $12,500 | $5,256+137.8% | $4,695+166.2% | $4,876+156.3% |
| Participant deferral / active EE | $9,000 | $6,630+35.7% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |