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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $118,284 | $159,934-26.0% | $147,005-19.5% | $145,959-19.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 0.73% | 98.24%-97.5pp | 418.76%-418.0pp | 561.95%-561.2pp |
| Employer contribution / active EE | $49,729 | $5,287+840.5% | $4,934+907.8% | $4,661+967.0% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $218 | $15,053-98.6% | $13,006-98.3% | $13,398-98.4% |