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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 | $229,657 | $127,387+80.3% | $115,038+99.6% | $125,389+83.2% |
| Participation rate | 9.1% | 84.2%-75.1pp | 81.4%-72.3pp | 83.2%-74.1pp |
| Annual return | -2.39% | 31.28%-33.7pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $5,397 | $5,166+4.5% | $4,608+17.1% | $4,866+10.9% |
| Participant deferral / active EE | $10,794 | $6,423+68.0% | $6,026+79.1% | $5,352+101.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |