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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,133 | $171,867-5.1% | $149,721+9.0% | $147,586+10.5% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 8.40% | 2113.36%-2105.0pp | 1501.67%-1493.3pp | 578.59%-570.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,836 | $7,270-6.0% | $6,568+4.1% | $5,439+25.7% |
| Admin fee / account holder | $193 | $13,799-98.6% | $11,282-98.3% | $10,886-98.2% |