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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 | $22,621 | $65,704-65.6% | $94,229-76.0% | $59,633-62.1% |
| Participation rate | 96.7% | 72.1%+24.5pp | 78.8%+17.9pp | 68.7%+28.0pp |
| Annual return | 7.55% | 5.22%+2.3pp | 10.68%-3.1pp | 2041.45%-2033.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $204 | $4,265-95.2% | $6,269-96.7% | $4,297-95.2% |