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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 | $6,054 | $79,003-92.3% | $100,398-94.0% | $74,400-91.9% |
| Participation rate | 0.0% | 79.5%-79.5pp | 81.5%-81.5pp | 67.2%-67.2pp |
| Annual return | -75.01% | 20.62%-95.6pp | 49.32%-124.3pp | 1367.51%-1442.5pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,946-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $8,084-100.0% | $4,348-100.0% |
| Admin fee / account holder | $290 | $1,331-78.2% | $7,893-96.3% | $1,944-85.1% |