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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 | $150,447-11.2% | $136,298-2.0% | $147,586-9.5% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 8.62% | 1049.15%-1040.5pp | 5156.27%-5147.6pp | 578.59%-570.0pp |
| Employer contribution / active EE | $5,366 | $5,256+2.1% | $4,696+14.3% | $4,876+10.0% |
| Participant deferral / active EE | $8,000 | $6,631+20.7% | $6,247+28.1% | $5,439+47.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |