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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,293 | $138,114-31.0% | $125,391-24.0% | $134,545-29.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.84% | 750.88%-769.7pp | 572.41%-591.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,295 | $7,801-32.1% | $7,448-28.9% | $6,401-17.3% |
| Admin fee / account holder | $150 | $11,570-98.7% | $10,009-98.5% | $11,431-98.7% |