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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 | $110,083-100.0% | $151,639-100.0% | $68,486-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 87.5%-87.5pp | 67.9%-67.9pp |
| Annual return | -12.54% | -10.12%-2.4pp | 3.34%-15.9pp | -7.85%-4.7pp |
| Employer contribution / active EE | $5,837 | $4,470+30.6% | $6,165-5.3% | $2,597+124.8% |
| Participant deferral / active EE | $3,344 | $6,526-48.8% | $8,363-60.0% | $4,028-17.0% |
| Admin fee / account holder | $0 | $7,718-100.0% | $11,613-100.0% | $5,404-100.0% |