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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,433 | $71,142-92.4% | $119,608-95.5% | $64,814-91.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | 1.82% | -10.01%+11.8pp | -14.98%+16.8pp | 32.84%-31.0pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,326-100.0% | $188-100.0% |