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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,497,071 | $282,363+430.2% | $333,771+348.5% | $282,363+430.2% |
| Participation rate | 50.0% | 81.3%-31.3pp | 70.0%-20.0pp | 81.3%-31.3pp |
| Annual return | 5.40% | 12.99%-7.6pp | 12.65%-7.3pp | 12.99%-7.6pp |
| Employer contribution / active EE | $10,484 | $11,682-10.3% | $15,012-30.2% | $11,682-10.3% |
| Participant deferral / active EE | $0 | $6,051-100.0% | $1,820-100.0% | $6,051-100.0% |
| Admin fee / account holder | $0 | $27,645-100.0% | $1,986-100.0% | $27,645-100.0% |