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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 | $4,510 | $71,057-93.7% | $93,654-95.2% | $80,874-94.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 16.26% | 11.26%+5.0pp | 133.34%-117.1pp | 35.62%-19.4pp |
| Employer contribution / active EE | $427 | $1,564-72.7% | $2,421-82.4% | $2,756-84.5% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $95 | $6,944-98.6% | $8,282-98.9% | $6,935-98.6% |