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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 | $210,214 | $76,519+174.7% | $56,025+275.2% | $145,897+44.1% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 91.63% | 3017.03%-2925.4pp | 1712.69%-1621.1pp | 552.29%-460.7pp |
| Employer contribution / active EE | $619 | $1,383-55.3% | $1,042-40.6% | $4,663-86.7% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |