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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 | $4,017 | $65,566-93.9% | $86,235-95.3% | $75,177-94.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 19.01% | 46.07%-27.1pp | 1170.03%-1151.0pp | 160.75%-141.7pp |
| Employer contribution / active EE | $370 | $1,553-76.2% | $2,381-84.5% | $2,671-86.2% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $179 | $5,470-96.7% | $6,856-97.4% | $5,651-96.8% |