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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 | $242,083 | $150,447+60.9% | $136,298+77.6% | $147,586+64.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 6.44% | 1049.15%-1042.7pp | 5156.27%-5149.8pp | 578.59%-572.2pp |
| Employer contribution / active EE | $3,771 | $5,256-28.3% | $4,696-19.7% | $4,876-22.7% |
| Participant deferral / active EE | $9,517 | $6,631+43.5% | $6,247+52.3% | $5,439+75.0% |
| Admin fee / account holder | -$12 | $10,906-100.1% | $9,244-100.1% | $10,886-100.1% |