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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 | $28,104 | $88,702-68.3% | $81,780-65.6% | $145,978-80.7% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 13.35% | 1029.12%-1015.8pp | 776.27%-762.9pp | 550.52%-537.2pp |
| Employer contribution / active EE | $4,200 | $3,084+36.2% | $2,914+44.1% | $4,662-9.9% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10 | $8,414-99.9% | $7,384-99.9% | $13,400-99.9% |