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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 | $1,752 | $57,305-96.9% | $86,640-98.0% | $75,173-97.7% |
| Participation rate | 5.7% | 63.2%-57.5pp | 71.7%-66.0pp | 67.2%-61.5pp |
| Annual return | 10.91% | 2674.24%-2663.3pp | 592.52%-581.6pp | 160.72%-149.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17 | $4,116-99.6% | $5,616-99.7% | $5,651-99.7% |