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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 | $981 | $65,555-98.5% | $86,216-98.9% | $75,173-98.7% |
| Participation rate | 42.9% | 60.5%-17.6pp | 69.0%-26.1pp | 67.2%-24.3pp |
| Annual return | 11.73% | 46.07%-34.3pp | 1169.42%-1157.7pp | 160.72%-149.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $233 | $5,469-95.7% | $6,853-96.6% | $5,651-95.9% |