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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 | $157,276-100.0% | $141,177-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 16.17% | 64.33%-48.2pp | 71.40%-55.2pp | 345.39%-329.2pp |
| Employer contribution / active EE | $3,236 | $5,262-38.5% | $4,736-31.7% | $4,763-32.1% |
| Participant deferral / active EE | $7,076 | $7,110-0.5% | $6,710+5.5% | $5,851+20.9% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |