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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 | $4,763 | $40,275-88.2% | $57,356-91.7% | $59,633-92.0% |
| Participation rate | 20.5% | 69.1%-48.6pp | 75.1%-54.6pp | 68.7%-48.2pp |
| Annual return | -3.66% | 27.52%-31.2pp | 24.41%-28.1pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $274 | $2,820-90.3% | $3,357-91.8% | $4,297-93.6% |