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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 | $160,070-26.1% | $147,117-19.6% | $145,897-18.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 0.73% | 98.69%-98.0pp | 420.54%-419.8pp | 552.29%-551.6pp |
| Employer contribution / active EE | $49,729 | $5,285+841.0% | $4,932+908.2% | $4,663+966.5% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $218 | $15,035-98.6% | $12,993-98.3% | $13,390-98.4% |