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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 | $72,403+244.0% | $67,524+268.9% | $145,978+70.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 6.01% | 7197.23%-7191.2pp | 3519.41%-3513.4pp | 550.52%-544.5pp |
| Employer contribution / active EE | $7,500 | $3,072+144.2% | $2,734+174.3% | $4,662+60.9% |
| Participant deferral / active EE | $15,000 | $4,782+213.7% | $4,001+274.9% | $6,690+124.2% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |