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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 | $125,797-100.0% | $170,028-100.0% | $75,181-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 87.0%-87.0pp | 67.2%-67.2pp |
| Annual return | 25.12% | 27.20%-2.1pp | 53.39%-28.3pp | 160.69%-135.6pp |
| Employer contribution / active EE | $11,204 | $4,616+142.7% | $6,788+65.1% | $2,671+319.6% |
| Participant deferral / active EE | $4,038 | $6,838-40.9% | $10,409-61.2% | $4,126-2.1% |
| Admin fee / account holder | $0 | $8,177-100.0% | $12,820-100.0% | $5,650-100.0% |