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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 | $244,185 | $160,040+52.6% | $147,096+66.0% | $145,877+67.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.73% | 98.49%-81.8pp | 419.75%-403.0pp | 551.28%-534.6pp |
| Employer contribution / active EE | $5,565 | $5,289+5.2% | $4,936+12.7% | $4,663+19.3% |
| Participant deferral / active EE | $12,253 | $8,429+45.4% | $8,071+51.8% | $6,691+83.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |