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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 | $8,795 | $99,345-91.1% | $84,753-89.6% | $273,972-96.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.52% | 22.93%-15.4pp | 22.78%-15.3pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,938 | $4,270-31.2% | $3,712-20.8% | $5,287-44.4% |
| Admin fee / account holder | $70 | $6,645-98.9% | $5,333-98.7% | $10,133-99.3% |