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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 | $293,085-100.0% | $293,085-100.0% | $430,769-100.0% |
| Participation rate | 25.0% | 86.7%-61.7pp | 86.7%-61.7pp | 90.6%-65.6pp |
| Annual return | 0.00% | -28.53%+28.5pp | -21.55%+21.5pp | 10.77%-10.8pp |
| Employer contribution / active EE | $0 | $6,436-100.0% | $5,774-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $0 | $4,334-100.0% | $3,831-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $5,672-100.0% | $5,672-100.0% | $18,309-100.0% |