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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 | $13,673 | $67,602-79.8% | $82,312-83.4% | $70,126-80.5% |
| Participation rate | 68.9% | 72.8%-3.9pp | 76.9%-8.0pp | 69.5%-0.7pp |
| Annual return | 13.50% | 21.57%-8.1pp | 25.88%-12.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $120 | $4,512-97.3% | $5,608-97.9% | $4,645-97.4% |