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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 | $115,814-100.0% | $101,275-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 82.0%-82.0pp |
| Annual return | 60.83% | 56.16%+4.7pp | 46.48%+14.3pp | 302.99%-242.2pp |
| Employer contribution / active EE | $1,838 | $4,176-56.0% | $3,660-49.8% | $4,763-61.4% |
| Participant deferral / active EE | $2,339 | $4,958-52.8% | $4,371-46.5% | $5,983-60.9% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |