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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 | $69,489 | $202,389-65.7% | $198,173-64.9% | $248,183-72.0% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 4.74% | 9.90%-5.2pp | 10.16%-5.4pp | 10.21%-5.5pp |
| Employer contribution / active EE | $42,097 | $36,071+16.7% | $33,192+26.8% | $42,272-0.4% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |