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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 | $16,602 | $165,890-90.0% | $155,574-89.3% | - |
| Participation rate | 0.0% | 63.3%-63.3pp | 78.2%-78.2pp | - |
| Annual return | 11.08% | 19.47%-8.4pp | 64.87%-53.8pp | - |
| Employer contribution / active EE | $0 | $2,522-100.0% | $4,676-100.0% | - |
| Participant deferral / active EE | $0 | $2,935-100.0% | $5,629-100.0% | - |
| Admin fee / account holder | $293 | $97,423-99.7% | $15,914-98.2% | - |