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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 | $144,993 | $112,131+29.3% | $95,964+51.1% | $158,982-8.8% |
| Participation rate | 45.8% | 79.0%-33.2pp | 77.1%-31.3pp | 82.0%-36.1pp |
| Annual return | 0.00% | 171.19%-171.2pp | 91.64%-91.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,660 | $4,784-65.3% | $4,167-60.2% | $5,983-72.3% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |