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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 | $14,650 | $113,338-87.1% | $94,993-84.6% | $147,586-90.1% |
| Participation rate | 95.0% | 78.0%+17.0pp | 73.9%+21.1pp | 82.8%+12.2pp |
| Annual return | 14.04% | 20.80%-6.8pp | 27.14%-13.1pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,138 | $3,160-64.0% | $2,603-56.3% | $4,876-76.7% |
| Participant deferral / active EE | $2,803 | $3,777-25.8% | $3,317-15.5% | $5,439-48.5% |
| Admin fee / account holder | $136 | $6,063-97.8% | $4,960-97.3% | $10,886-98.7% |