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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 | $115,964 | $100,938+14.9% | $90,461+28.2% | $158,982-27.1% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 12.97% | 1727.20%-1714.2pp | 1294.76%-1281.8pp | 302.99%-290.0pp |
| Employer contribution / active EE | $1,594 | $3,691-56.8% | $3,264-51.2% | $4,763-66.5% |
| Participant deferral / active EE | $7,593 | $4,350+74.6% | $3,964+91.5% | $5,983+26.9% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |