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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 | $22,279 | $181,004-87.7% | $83,854-73.4% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 59.1%-59.1pp | - |
| Annual return | 12.90% | 7.93%+5.0pp | 31.39%-18.5pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $1,017-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $2,035-100.0% | - |
| Admin fee / account holder | $0 | $33,727-100.0% | $3,197-100.0% | - |