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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 | $81,765 | $156,897-47.9% | $121,147-32.5% | $139,427-41.4% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 60.84% | 1475.10%-1414.3pp | 986.30%-925.5pp | 373.27%-312.4pp |
| Employer contribution / active EE | $0 | $5,539-100.0% | $4,166-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $4,846-100.0% | $4,081-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,646-100.0% | $11,404-100.0% |