← 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.
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