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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 | $76,522+174.7% | $56,033+275.2% | $145,884+44.1% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 91.63% | 3014.28%-2922.6pp | 1711.38%-1619.7pp | 551.85%-460.2pp |
| Employer contribution / active EE | $619 | $1,382-55.2% | $1,041-40.5% | $4,662-86.7% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |