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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,150 | $209,425-99.0% | $178,499-98.8% | $158,966-98.6% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,219 | $5,707-61.1% | $5,011-55.7% | $4,762-53.4% |
| Participant deferral / active EE | $8,508 | $5,955+42.9% | $5,202+63.5% | $5,983+42.2% |
| Admin fee / account holder | $3 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |