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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 | $0 | $138,385-100.0% | $184,243-100.0% | $80,925-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 86.8%-86.8pp | 67.7%-67.7pp |
| Annual return | 24.56% | 20.02%+4.5pp | 28.82%-4.3pp | 35.65%-11.1pp |
| Employer contribution / active EE | $8,645 | $4,851+78.2% | $6,427+34.5% | $2,756+213.7% |
| Participant deferral / active EE | $3,651 | $7,075-48.4% | $9,132-60.0% | $4,299-15.1% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,914-100.0% | $6,940-100.0% |