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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 | $175,231-100.0% | $149,696-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 12.03% | 166.77%-154.7pp | 134.46%-122.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $29,092 | $5,478+431.1% | $4,821+503.5% | $4,754+512.0% |
| Participant deferral / active EE | $30,938 | $6,521+374.4% | $5,682+444.5% | $6,712+360.9% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |