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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 | $9,943 | $202,440-95.1% | $169,390-94.1% | $139,466-92.9% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.2%-77.2pp | 80.3%-80.3pp |
| Annual return | 12.86% | 532.36%-519.5pp | 406.07%-393.2pp | 373.66%-360.8pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $156 | $10,722-98.5% | $9,015-98.3% | $11,409-98.6% |