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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,047 | $63,365-92.0% | $91,994-94.5% | $72,976-93.1% |
| Participation rate | 23.9% | 72.5%-48.6pp | 78.6%-54.8pp | 69.5%-45.6pp |
| Annual return | 20.62% | 35.35%-14.7pp | 69.04%-48.4pp | 81.02%-60.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,924-100.0% | $3,608-100.0% |
| Admin fee / account holder | $84 | $4,670-98.2% | $7,744-98.9% | $5,124-98.4% |