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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 | $10,594 | $59,804-82.3% | $81,982-87.1% | $79,856-86.7% |
| Participation rate | 12.5% | 61.6%-49.1pp | 69.3%-56.8pp | 69.6%-57.1pp |
| Annual return | 11.96% | 17.56%-5.6pp | 41.31%-29.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $19 | $4,288-99.6% | $5,665-99.7% | $5,306-99.6% |