← HR Metrics·Workforce Planning
Retirement Eligibility
Percentage of workforce eligible to retire within 5 years
How it’s computed
COUNT(eligible_5yr) / COUNT(all)
What the evidence shows
Evidence (effect sizes, priors, validity) is syncing from Principia.
What this metric can show you
Retirement Eligibility can tell roughly 25 pre-built stories — each a designed scene the data either confirms or it doesn’t. Bring your numbers and the Story Finder runs every one of these shapes against them.
specific to workforce planning
{mover} is becoming a bigger share of who you are
workforce-composition · T1
{mover} is fading from the mix
workforce-composition · T1
One unit is over-managed
workforce-composition · T1
Retention is working
retention · T1
Spans are stretched thin in one corner
workforce-composition · T1
The mix is holding steady
workforce-composition · T1
The organization you have isn't the one you had
workforce-composition · T1
universal shapes — any single metric can take these
A few large values are doing the talking
any focus · T1
A one-time event, not a trend
any focus · T1
It doesn't track — the premise is false
any focus · T1
It's concentrated — one group stands apart
any focus · T1
Scenes are pre-built; your data is the toggle. Browse the full deck or watch one play end-to-end in The Quiet Exodus.
Run it on your data
This metric is computed in the People Analytics Toolbox on your own numbers. See pricing — posted, no quotes.
sources: toolbox:metrics-catalog
What the literature says
The measurement literature behind this signal — sourced, so you can defend it.
“When there are excesses in the trust, the employer can recapture those excesses either by reducing future funding or taking the excess funds out for other uses. Thus, the employer is at risk with the defined benefit plan because it is their responsibility to ensure that…”
— Compensation Benefit Designmatch 52%
“There are no similar requirements for welfare benefits plans. Minimum Vesting StandardsERISA requires that all pension plans must: Provide their participants with a fully vested (nonforfeitable) right to the benefits derived from their own contributions to the plan.Acquire a…”
— Worldatwork Handbook Compensationmatch 50%
“Someone who works for CSUEB for many years and waits until an old age to retire will have a very high value of c , close to 100, or perhaps even equaling 100. In contrast, someone who has only a small number of years of service will have a small value of c , and it will be even…”
— Strategic Compensation Talentmatch 49%
Resources: Compensation Benefit Design · Worldatwork Handbook Compensation · Strategic Compensation Talent