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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 | $531,493-100.0% | $108,671-100.0% | $531,493-100.0% |
| Participation rate | 50.0% | 86.9%-36.9pp | 83.6%-33.6pp | 86.9%-36.9pp |
| Annual return | 0.00% | 9.82%-9.8pp | 4.39%-4.4pp | 9.82%-9.8pp |
| Employer contribution / active EE | $0 | $22,221-100.0% | $4,751-100.0% | $22,221-100.0% |
| Participant deferral / active EE | $0 | $6,107-100.0% | $4,166-100.0% | $6,107-100.0% |
| Admin fee / account holder | $0 | $42,466-100.0% | $336-100.0% | $42,466-100.0% |