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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 | $190,008 | $88,815+113.9% | $81,882+132.1% | $145,897+30.2% |
| Participation rate | 6.3% | 75.1%-68.8pp | 72.4%-66.1pp | 80.3%-74.1pp |
| Annual return | 111.02% | 1033.75%-922.7pp | 779.47%-668.5pp | 552.29%-441.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $98 | $8,434-98.8% | $7,360-98.7% | $13,390-99.3% |