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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 | $6,114 | $206,359-97.0% | $123,553-95.1% | - |
| Participation rate | 0.0% | 72.1%-72.1pp | 82.3%-82.3pp | - |
| Annual return | 1.66% | -5.77%+7.4pp | 119.21%-117.5pp | - |
| Employer contribution / active EE | $0 | $2,538-100.0% | $4,628-100.0% | - |
| Participant deferral / active EE | $0 | $5,785-100.0% | $6,426-100.0% | - |
| Admin fee / account holder | $0 | $21,386-100.0% | $9,284-100.0% | - |