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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 | $4,533 | $201,594-97.8% | $101,275-95.5% | - |
| Participation rate | 0.0% | 64.6%-64.6pp | 75.8%-75.8pp | - |
| Annual return | 37.10% | 13.55%+23.5pp | 46.48%-9.4pp | - |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,660-100.0% | - |
| Participant deferral / active EE | $0 | $3,091-100.0% | $4,371-100.0% | - |
| Admin fee / account holder | $20 | $7,709-99.7% | $5,948-99.7% | - |