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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 | $234,229 | $102,638+128.2% | $81,982+185.7% | $158,982+47.3% |
| Participation rate | 22.2% | 75.5%-53.3pp | 69.3%-47.0pp | 82.0%-59.7pp |
| Annual return | 524.13% | 61.05%+463.1pp | 41.31%+482.8pp | 302.99%+221.1pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |