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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 | $60,504+33.4% | $81,882-1.4% | $74,478+8.4% |
| Participation rate | 47.1% | 62.9%-15.9pp | 72.4%-25.3pp | 67.2%-20.2pp |
| Annual return | 12.48% | 16.91%-4.4pp | 779.47%-767.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $4,474 | $2,627+70.3% | $2,916+53.4% | $2,626+70.3% |
| Participant deferral / active EE | $3,654 | $3,400+7.5% | $4,323-15.5% | $4,350-16.0% |
| Admin fee / account holder | $170 | $1,492-88.6% | $7,360-97.7% | $1,946-91.3% |