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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 | $405,731-100.0% | $147,304-100.0% | $405,731-100.0% |
| Participation rate | 40.0% | 91.9%-51.9pp | 84.4%-44.4pp | 91.9%-51.9pp |
| Annual return | 0.00% | 4.30%-4.3pp | 29.24%-29.2pp | 4.30%-4.3pp |
| Employer contribution / active EE | $0 | $26,636-100.0% | $5,766-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $5,076-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $12,997-100.0% | $7,571-100.0% | $12,997-100.0% |