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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 | $70,366-46.6% | $66,674-43.6% | $138,895-72.9% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | 18.78% | 386.41%-367.6pp | 321.24%-302.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $4,200 | $2,765+51.9% | $2,620+60.3% | $4,194+0.1% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10 | $5,262-99.8% | $5,098-99.8% | $12,562-99.9% |