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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $167,352-100.0% | $143,788-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -12.38% | 0.47%-12.8pp | -0.03%-12.3pp | 418.13%-430.5pp |
| Employer contribution / active EE | $4,920 | $5,620-12.5% | $4,952-0.6% | $4,741+3.8% |
| Participant deferral / active EE | $12,000 | $6,447+86.1% | $5,638+112.8% | $6,400+87.5% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |