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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,318 | $100,895-71.9% | $90,430-68.7% | $158,950-82.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | -69.57% | 1725.54%-1795.1pp | 1293.73%-1363.3pp | 302.91%-372.5pp |
| Employer contribution / active EE | $2,786 | $3,689-24.5% | $3,262-14.6% | $4,762-41.5% |
| Participant deferral / active EE | $2,786 | $4,347-35.9% | $3,963-29.7% | $5,983-53.4% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |