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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 | $0 | $61,388-100.0% | $40,796-100.0% | $61,388-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 66.7%-66.7pp | 74.9%-74.9pp |
| Annual return | 0.00% | -18.84%+18.8pp | -15.01%+15.0pp | -18.84%+18.8pp |
| Employer contribution / active EE | $0 | $4,190-100.0% | $10,071-100.0% | $4,190-100.0% |
| Participant deferral / active EE | $0 | $3,868-100.0% | $3,821-100.0% | $3,868-100.0% |
| Admin fee / account holder | $0 | $3,736-100.0% | $12,616-100.0% | $3,736-100.0% |