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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 | $149,507 | $100,895+48.2% | $90,430+65.3% | $158,950-5.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 14.57% | 1725.54%-1711.0pp | 1293.73%-1279.2pp | 302.91%-288.3pp |
| Employer contribution / active EE | $4,000 | $3,689+8.4% | $3,262+22.6% | $4,762-16.0% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15 | $6,505-99.8% | $5,613-99.7% | $11,248-99.9% |