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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 | $6,837 | $47,848-85.7% | $81,473-91.6% | $70,126-90.3% |
| Participation rate | 64.3% | 58.3%+6.0pp | 68.0%-3.7pp | 69.5%-5.3pp |
| Annual return | 9.53% | 27.25%-17.7pp | 38.78%-29.3pp | 73.15%-63.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $231 | $3,145-92.6% | $4,561-94.9% | $4,645-95.0% |