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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 | $223,047 | $162,529+37.2% | $130,788+70.5% | $154,746+44.1% |
| Participation rate | 20.0% | 75.9%-55.9pp | 70.1%-50.1pp | 80.7%-60.7pp |
| Annual return | 650.00% | 510.48%+139.5pp | 386.44%+263.6pp | 172.34%+477.7pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |