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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 | $122,800 | $84,551+45.2% | $61,452+99.8% | $134,532-8.7% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | 99.73% | 585.39%-485.7pp | 338.96%-239.2pp | 418.27%-318.5pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |