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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 | $212,369 | $156,963+35.3% | $121,204+75.2% | $139,466+52.3% |
| Participation rate | 16.7% | 76.5%-59.8pp | 69.5%-52.9pp | 80.3%-63.7pp |
| Annual return | 62.50% | 1476.75%-1414.2pp | 987.18%-924.7pp | 373.66%-311.2pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |