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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,919 | $69,518-90.0% | $59,887-88.4% | $135,379-94.9% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.7%+9.9pp | 82.6%+2.0pp |
| Annual return | -4.31% | 7.95%-12.3pp | 3.46%-7.8pp | 519.79%-524.1pp |
| Employer contribution / active EE | $1,434 | $3,235-55.7% | $2,722-47.3% | $4,779-70.0% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $148 | $5,734-97.4% | $3,591-95.9% | $10,828-98.6% |