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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 | $209,374-100.0% | $204,484-100.0% | $479,618-100.0% |
| Participation rate | 33.3% | 90.3%-57.0pp | 87.2%-53.9pp | 89.3%-56.0pp |
| Annual return | 0.00% | 0.62%-0.6pp | 1.17%-1.2pp | 101.32%-101.3pp |
| Employer contribution / active EE | $0 | $3,026-100.0% | $3,236-100.0% | $22,484-100.0% |
| Participant deferral / active EE | $0 | $10,567-100.0% | $9,535-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $3,921-100.0% | $4,140-100.0% | $12,520-100.0% |