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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,867 | $36,916-67.9% | $156,551-92.4% | $57,658-79.4% |
| Participation rate | 14.6% | 63.4%-48.8pp | 84.0%-69.4pp | 70.2%-55.6pp |
| Annual return | 28.70% | 12.38%+16.3pp | 32.23%-3.5pp | 5.13%+23.6pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |