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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 | $48,720 | $171,867-71.7% | $149,716-67.5% | $147,585-67.0% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 12.84% | 2113.36%-2100.5pp | 1501.67%-1488.8pp | 578.58%-565.7pp |
| Employer contribution / active EE | -$56,296 | $6,275-997.2% | $5,444-1134.0% | $4,876-1254.5% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $63 | $13,799-99.5% | $11,282-99.4% | $10,886-99.4% |