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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 | $39,299 | $176,688-77.8% | $130,660-69.9% | $152,885-74.3% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.5%-49.1pp |
| Annual return | -2.70% | 2693.08%-2695.8pp | 1709.29%-1712.0pp | 345.39%-348.1pp |
| Employer contribution / active EE | $338 | $5,743-94.1% | $4,092-91.7% | $4,763-92.9% |
| Participant deferral / active EE | $803 | $4,362-81.6% | $3,603-77.7% | $5,851-86.3% |
| Admin fee / account holder | $11 | $7,131-99.8% | $5,463-99.8% | $11,598-99.9% |