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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.
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 | $64,177 | $106,918-40.0% | $84,021-23.6% | $152,897-58.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 69.0%-69.0pp | 82.5%-82.5pp |
| Annual return | 5.94% | 105.01%-99.1pp | 71.32%-65.4pp | 345.43%-339.5pp |
| Employer contribution / active EE | $2,573 | $2,735-5.9% | $1,984+29.7% | $4,764-46.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20 | $8,288-99.8% | $6,102-99.7% | $11,599-99.8% |