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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 | $37,583 | $72,071-47.9% | $68,368-45.0% | $137,256-72.6% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 18.78% | 353.14%-334.4pp | 292.57%-273.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,200 | $2,788+50.6% | $2,649+58.6% | $4,156+1.1% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |