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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 | $5,883 | $65,712-91.0% | $57,196-89.7% | $273,972-97.9% |
| Participation rate | 28.6% | 78.3%-49.8pp | 75.3%-46.8pp | 83.0%-54.4pp |
| Annual return | 5.44% | 22.01%-16.6pp | 14.59%-9.2pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |