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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 | $127,296-100.0% | $109,907-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.2%-74.2pp | 82.1%-82.1pp |
| Annual return | 9.44% | 22.97%-13.5pp | 29.46%-20.0pp | 478.82%-469.4pp |
| Employer contribution / active EE | $20,170 | $3,325+506.6% | $2,844+609.3% | $4,839+316.8% |
| Participant deferral / active EE | $21,667 | $4,513+380.1% | $4,047+435.4% | $6,342+241.6% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |