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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 | $113,352 | $209,425-45.9% | $178,499-36.5% | $158,966-28.7% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | -37.95% | 188.80%-226.7pp | 151.10%-189.1pp | 302.95%-340.9pp |
| Employer contribution / active EE | $13,000 | $5,707+127.8% | $5,011+159.4% | $4,762+173.0% |
| Participant deferral / active EE | $11,000 | $5,955+84.7% | $5,202+111.5% | $5,983+83.9% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |