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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 | $36,942 | $88,707-58.4% | $74,184-50.2% | $273,972-86.5% |
| Participation rate | 20.0% | 79.4%-59.4pp | 76.6%-56.6pp | 83.0%-63.0pp |
| Annual return | 0.87% | 11.94%-11.1pp | 17.74%-16.9pp | 41.46%-40.6pp |
| Employer contribution / active EE | $1,362 | $3,159-56.9% | $2,370-42.5% | $4,869-72.0% |
| Participant deferral / active EE | $4,200 | $4,212-0.3% | $3,550+18.3% | $5,287-20.6% |
| Admin fee / account holder | $50 | $8,717-99.4% | $5,586-99.1% | $10,133-99.5% |