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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 | $30,259 | $100,003-69.7% | $146,685-79.4% | $85,856-64.8% |
| Participation rate | 39.5% | 73.1%-33.6pp | 80.1%-40.6pp | 69.3%-29.8pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.75%-22.7pp | 318.58%-318.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,507-100.0% | $3,952-100.0% |
| Admin fee / account holder | $64 | $7,704-99.2% | $10,281-99.4% | $6,261-99.0% |