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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,928 | $58,600-93.3% | $83,327-95.3% | $64,173-93.9% |
| Participation rate | 25.8% | 72.0%-46.3pp | 77.8%-52.0pp | 69.6%-43.8pp |
| Annual return | -9.54% | 9.66%-19.2pp | 10.64%-20.2pp | 7.63%-17.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $159 | $9,282-98.3% | $7,540-97.9% | $4,887-96.8% |