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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 | $214,946 | $209,874+2.4% | $189,537+13.4% | $167,536+28.3% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 0.09% | 748.61%-748.5pp | 555.34%-555.2pp | 478.82%-478.7pp |
| Employer contribution / active EE | $5,800 | $6,913-16.1% | $6,161-5.9% | $4,839+19.9% |
| Participant deferral / active EE | $13,000 | $8,934+45.5% | $8,220+58.2% | $6,342+105.0% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |