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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $36,001 | $150,447-76.1% | $136,298-73.6% | $147,586-75.6% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 17.58% | 1049.15%-1031.6pp | 5156.27%-5138.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $769 | $5,256-85.4% | $4,696-83.6% | $4,876-84.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $84 | $10,906-99.2% | $9,244-99.1% | $10,886-99.2% |