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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 | $102,595-63.4% | $94,057-60.0% | $154,746-75.7% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 18.78% | 583.42%-564.6pp | 480.62%-461.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $4,200 | $3,147+33.4% | $2,933+43.2% | $4,379-4.1% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10 | $7,736-99.9% | $7,244-99.9% | $14,365-99.9% |