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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 | $1,717 | $115,810-98.5% | $101,271-98.3% | $158,966-98.9% |
| Participation rate | 45.8% | 79.4%-33.5pp | 75.8%-30.0pp | 82.0%-36.1pp |
| Annual return | -8.51% | 56.15%-64.7pp | 46.48%-55.0pp | 302.95%-311.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $249 | $7,248-96.6% | $5,948-95.8% | $11,250-97.8% |