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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,069 | $67,602-77.7% | $82,312-81.7% | $70,126-78.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 27.49% | 21.57%+5.9pp | 25.88%+1.6pp | 73.15%-45.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,589 | $2,987-46.8% | $3,706-57.1% | $3,332-52.3% |
| Admin fee / account holder | $189 | $4,512-95.8% | $5,608-96.6% | $4,645-95.9% |