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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 | $126,998 | $103,008+23.3% | $90,304+40.6% | $152,897-16.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 22.80% | 95.22%-72.4pp | 78.13%-55.3pp | 345.43%-322.6pp |
| Employer contribution / active EE | $3,900 | $3,139+24.2% | $2,855+36.6% | $4,764-18.1% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15 | $6,175-99.8% | $5,354-99.7% | $11,599-99.9% |