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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 | $0 | $209,888-100.0% | $189,545-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.8%-87.8pp | 82.1%-82.1pp |
| Annual return | 7.68% | 748.66%-741.0pp | 555.36%-547.7pp | 478.89%-471.2pp |
| Employer contribution / active EE | $38,500 | $6,915+456.7% | $6,162+524.8% | $4,840+695.5% |
| Participant deferral / active EE | $19,500 | $8,934+118.3% | $8,220+137.2% | $6,343+207.4% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |