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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 | $151,627 | $156,963-3.4% | $121,204+25.1% | $139,466+8.7% |
| Participation rate | 9.1% | 76.5%-67.4pp | 69.5%-60.4pp | 80.3%-71.2pp |
| Annual return | 0.00% | 1476.75%-1476.7pp | 987.18%-987.2pp | 373.66%-373.7pp |
| 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 | $15 | $6,953-99.8% | $5,651-99.7% | $11,409-99.9% |