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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 | $110,517-100.0% | - | $145,959-100.0% |
| Participation rate | 0.0% | 68.2%-68.2pp | - | 80.3%-80.3pp |
| Annual return | 10.47% | 17.64%-7.2pp | - | 561.95%-551.5pp |
| Employer contribution / active EE | $5,000 | $5,676-11.9% | - | $4,661+7.3% |
| Participant deferral / active EE | $6,667 | $5,565+19.8% | - | $6,689-0.3% |
| Admin fee / account holder | $0 | $6,295-100.0% | - | $13,398-100.0% |