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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 | $166,793 | $185,199-9.9% | $142,874+16.7% | $167,518-0.4% |
| Participation rate | 20.0% | 78.5%-58.5pp | 72.0%-52.0pp | 82.1%-62.1pp |
| Annual return | 745.33% | 8556.90%-7811.6pp | 5638.58%-4893.2pp | 478.71%+266.6pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,561-100.0% | $12,312-100.0% |