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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 | $249,078 | $72,446+243.8% | $67,561+268.7% | $145,877+70.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 6.01% | 7211.98%-7206.0pp | 3525.44%-3519.4pp | 551.28%-545.3pp |
| Employer contribution / active EE | $7,500 | $3,072+144.1% | $2,735+174.2% | $4,663+60.8% |
| Participant deferral / active EE | $15,000 | $4,785+213.5% | $4,003+274.7% | $6,691+124.2% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |