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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 | $79,089-92.3% | $100,392-94.0% | $74,459-91.9% |
| Participation rate | 0.0% | 79.4%-79.4pp | 81.5%-81.5pp | 67.2%-67.2pp |
| Annual return | -75.01% | 20.61%-95.6pp | 49.45%-124.5pp | 1369.70%-1444.7pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $7,747-100.0% | $8,090-100.0% | $4,350-100.0% |
| Admin fee / account holder | $290 | $1,336-78.3% | $7,904-96.3% | $1,945-85.1% |