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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $536,673 | $177,156+202.9% | $147,027+265.0% | $154,746+246.8% |
| Participation rate | 33.3% | 79.4%-46.0pp | 73.7%-40.4pp | 80.7%-47.4pp |
| Annual return | 11.29% | 21.94%-10.7pp | 20.23%-8.9pp | 172.34%-161.1pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $248 | $14,904-98.3% | $12,223-98.0% | $14,365-98.3% |