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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 | $198,217-88.8% | $73,658-69.8% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 57.0%-57.0pp | - |
| Annual return | 12.90% | 9.45%+3.5pp | 29.72%-16.8pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $1,032-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $2,062-100.0% | - |
| Admin fee / account holder | $0 | $27,022-100.0% | $3,357-100.0% | - |