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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 | $4,364 | $45,152-90.3% | $73,836-94.1% | $59,633-92.7% |
| Participation rate | 83.3% | 64.0%+19.3pp | 73.4%+9.9pp | 68.7%+14.7pp |
| Annual return | -0.91% | 27.40%-28.3pp | 2268.06%-2269.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $97 | $3,515-97.2% | $4,882-98.0% | $4,297-97.7% |