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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 | $99 | $68,097-99.9% | $62,929-99.8% | $137,256-99.9% |
| Participation rate | 8.7% | 77.4%-68.7pp | 73.1%-64.4pp | 80.0%-71.3pp |
| Annual return | -13.92% | 1859.11%-1873.0pp | 1063.93%-1077.9pp | 220.34%-234.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $36 | $6,521-99.5% | $5,065-99.3% | $12,270-99.7% |