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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 | $215,074 | $96,419+123.1% | $80,648+166.7% | $139,487+54.2% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 79.35% | 1352.86%-1273.5pp | 937.21%-857.9pp | 373.84%-294.5pp |
| Employer contribution / active EE | $1,487 | $3,261-54.4% | $2,724-45.4% | $4,755-68.7% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |