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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 | $60,393+33.7% | $81,820-1.3% | $74,429+8.4% |
| Participation rate | 47.1% | 62.9%-15.8pp | 72.4%-25.3pp | 67.2%-20.2pp |
| Annual return | 12.48% | 16.89%-4.4pp | 777.93%-765.5pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $4,474 | $2,626+70.3% | $2,915+53.5% | $2,625+70.4% |
| Participant deferral / active EE | $3,654 | $3,397+7.6% | $4,323-15.5% | $4,348-16.0% |
| Admin fee / account holder | $170 | $1,491-88.6% | $7,391-97.7% | $1,944-91.2% |