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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 | $8,393 | $77,416-89.2% | $69,464-87.9% | $152,897-94.5% |
| Participation rate | 25.0% | 78.1%-53.1pp | 74.6%-49.6pp | 82.5%-57.5pp |
| Annual return | 5.08% | 39.08%-34.0pp | 28.98%-23.9pp | 345.43%-340.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $89 | $6,208-98.6% | $3,840-97.7% | $11,599-99.2% |