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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 | $0 | $159,978-100.0% | $147,041-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 5.69% | 98.36%-92.7pp | 419.21%-413.5pp | 550.52%-544.8pp |
| Employer contribution / active EE | $1,374 | $5,288-74.0% | $4,935-72.2% | $4,662-70.5% |
| Participant deferral / active EE | $20,162 | $8,429+139.2% | $8,071+149.8% | $6,690+201.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |