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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 | $81,890 | $181,896-55.0% | $156,551-47.7% | $273,972-70.1% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 8.18% | 30.74%-22.6pp | 32.23%-24.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,246 | $6,248-64.1% | $5,501-59.2% | $4,869-53.9% |
| Participant deferral / active EE | $7,083 | $5,550+27.6% | $4,871+45.4% | $5,287+34.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |