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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 | $71,354 | $96,562-26.1% | $80,976-11.9% | $273,968-74.0% |
| Participation rate | 0.0% | 79.1%-79.1pp | 75.8%-75.8pp | 83.0%-83.0pp |
| Annual return | 6.10% | 15.14%-9.0pp | 17.10%-11.0pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,867 | $4,868-20.6% | $3,714+4.1% | $4,869-20.6% |
| Participant deferral / active EE | $6,977 | $6,597+5.7% | $5,696+22.5% | $5,287+32.0% |
| Admin fee / account holder | $18 | $7,493-99.8% | $5,516-99.7% | $10,132-99.8% |