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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $49,133 | $190,879-74.3% | $160,009-69.3% | $134,532-63.5% |
| Participation rate | 16.7% | 82.0%-65.3pp | 78.0%-61.3pp | 81.2%-64.6pp |
| Annual return | 4.00% | 552.63%-548.6pp | 408.85%-404.8pp | 418.27%-414.3pp |
| Employer contribution / active EE | $1,793 | $4,995-64.1% | $4,225-57.6% | $4,741-62.2% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |