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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 | $33,565 | $156,970-78.6% | $121,210-72.3% | $139,487-75.9% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 8.92% | 1477.10%-1468.2pp | 987.41%-978.5pp | 373.84%-364.9pp |
| Employer contribution / active EE | $8,249 | $5,546+48.7% | $4,171+97.8% | $4,755+73.5% |
| Participant deferral / active EE | $7,447 | $4,849+53.6% | $4,084+82.4% | $6,713+10.9% |
| Admin fee / account holder | $5 | $6,947-99.9% | $5,647-99.9% | $11,407-100.0% |