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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 | $133,610 | $150,442-11.2% | $136,295-2.0% | $147,585-9.5% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 8.62% | 1049.09%-1040.5pp | 5155.97%-5147.4pp | 578.56%-569.9pp |
| Employer contribution / active EE | $5,366 | $5,256+2.1% | $4,695+14.3% | $4,876+10.0% |
| Participant deferral / active EE | $8,000 | $6,630+20.7% | $6,247+28.1% | $5,439+47.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |