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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 | $6,427 | $63,114-89.8% | $92,915-93.1% | $65,186-90.1% |
| Participation rate | 50.0% | 68.8%-18.8pp | 76.0%-26.0pp | 70.2%-20.2pp |
| Annual return | 21.64% | 28.75%-7.1pp | 109.45%-87.8pp | 29.39%-7.8pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $69 | $624-88.9% | $5,796-98.8% | $847-91.8% |