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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 | $4,084 | $54,541-92.5% | $78,778-94.8% | $70,126-94.2% |
| Participation rate | 89.2% | 60.8%+28.4pp | 69.2%+20.0pp | 69.5%+19.6pp |
| Annual return | 17.99% | 21.07%-3.1pp | 35.62%-17.6pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $74 | $3,709-98.0% | $5,134-98.6% | $4,645-98.4% |