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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 | $1,168 | $76,634-98.5% | $56,054-97.9% | $145,978-99.2% |
| Participation rate | 52.4% | 63.2%-10.8pp | 52.5%-0.1pp | 80.3%-27.9pp |
| Annual return | 12.02% | 3004.33%-2992.3pp | 1705.95%-1693.9pp | 550.52%-538.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $2,622-100.0% | $1,952-100.0% | $6,690-100.0% |
| Admin fee / account holder | $31 | $3,321-99.1% | $2,822-98.9% | $13,400-99.8% |