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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 | $214,295 | $156,963+36.5% | $121,204+76.8% | $139,466+53.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 53.07% | 1476.75%-1423.7pp | 987.18%-934.1pp | 373.66%-320.6pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |