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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 | $88,702+114.2% | $81,780+132.3% | $145,978+30.2% |
| Participation rate | 6.3% | 75.0%-68.8pp | 72.4%-66.1pp | 80.3%-74.0pp |
| Annual return | 111.02% | 1029.12%-918.1pp | 776.27%-665.2pp | 550.52%-439.5pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $98 | $8,414-98.8% | $7,384-98.7% | $13,400-99.3% |