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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $963 | $76,522-98.7% | $56,033-98.3% | $145,884-99.3% |
| Participation rate | 41.7% | 63.2%-21.6pp | 52.5%-10.8pp | 80.3%-38.6pp |
| Annual return | 5.33% | 3014.28%-3009.0pp | 1711.38%-1706.0pp | 551.85%-546.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $456 | $2,624-82.6% | $1,954-76.6% | $6,690-93.2% |
| Admin fee / account holder | $15 | $3,328-99.5% | $2,827-99.5% | $13,392-99.9% |