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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 | $60,305+33.8% | $81,780-1.3% | $74,400+8.5% |
| Participation rate | 47.1% | 62.9%-15.8pp | 72.4%-25.3pp | 67.2%-20.2pp |
| Annual return | 12.48% | 16.89%-4.4pp | 776.27%-763.8pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $4,474 | $2,623+70.6% | $2,914+53.5% | $2,624+70.5% |
| Participant deferral / active EE | $3,654 | $3,390+7.8% | $4,321-15.4% | $4,348-16.0% |
| Admin fee / account holder | $170 | $1,484-88.5% | $7,384-97.7% | $1,944-91.2% |