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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 | $39,973 | $209,874-81.0% | $189,537-78.9% | $167,536-76.1% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 3.48% | 748.61%-745.1pp | 555.34%-551.9pp | 478.82%-475.3pp |
| Employer contribution / active EE | $9,032 | $6,913+30.6% | $6,161+46.6% | $4,839+86.6% |
| Participant deferral / active EE | $10,400 | $8,934+16.4% | $8,220+26.5% | $6,342+64.0% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |