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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 | $247,181 | $162,529+52.1% | $130,788+89.0% | $154,746+59.7% |
| Participation rate | 16.7% | 75.9%-59.2pp | 70.1%-53.4pp | 80.7%-64.0pp |
| Annual return | 96.57% | 510.48%-413.9pp | 386.44%-289.9pp | 172.34%-75.8pp |
| 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% |