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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 | $206,153 | $162,529+26.8% | $130,788+57.6% | $154,746+33.2% |
| Participation rate | 33.3% | 75.9%-42.5pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 49.28% | 510.48%-461.2pp | 386.44%-337.2pp | 172.34%-123.1pp |
| Employer contribution / active EE | $83 | $4,447-98.1% | $3,558-97.7% | $4,379-98.1% |
| 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% |