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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 | $474,542-100.0% | $134,649-100.0% | $474,542-100.0% |
| Participation rate | 50.0% | 87.2%-37.2pp | 92.9%-42.9pp | 87.2%-37.2pp |
| Annual return | 0.00% | 7.51%-7.5pp | 15.18%-15.2pp | 7.51%-7.5pp |
| Employer contribution / active EE | $0 | $27,752-100.0% | $11,255-100.0% | $27,752-100.0% |
| Participant deferral / active EE | $0 | $6,403-100.0% | $4,521-100.0% | $6,403-100.0% |
| Admin fee / account holder | $0 | $6,133-100.0% | $84-100.0% | $6,133-100.0% |