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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 | $80,717 | $60,261+33.9% | $81,783-1.3% | $74,546+8.3% |
| Participation rate | 47.1% | 62.9%-15.8pp | 72.4%-25.3pp | 67.2%-20.2pp |
| Annual return | 12.48% | 16.88%-4.4pp | 775.05%-762.6pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $4,474 | $2,622+70.6% | $2,913+53.6% | $2,624+70.5% |
| Participant deferral / active EE | $3,654 | $3,388+7.9% | $4,320-15.4% | $4,347-15.9% |
| Admin fee / account holder | $170 | $1,482-88.5% | $7,380-97.7% | $1,944-91.2% |