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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 | $127,271 | $81,668+55.8% | $58,507+117.5% | $139,487-8.8% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 3.77% | 7430.07%-7426.3pp | 4252.32%-4248.6pp | 373.84%-370.1pp |
| Employer contribution / active EE | $4,812 | $1,398+244.3% | $1,053+356.9% | $4,755+1.2% |
| Participant deferral / active EE | $10,000 | $2,554+291.6% | $1,922+420.2% | $6,713+49.0% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |