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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 | $233,328 | $169,356+37.8% | $129,406+80.3% | $145,897+59.9% |
| Participation rate | 28.6% | 76.5%-47.9pp | 69.6%-41.1pp | 80.3%-51.7pp |
| Annual return | 37.81% | 14418.62%-14380.8pp | 9468.18%-9430.4pp | 552.29%-514.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |