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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 | $13,880 | $63,082-78.0% | $81,716-83.0% | $79,852-82.6% |
| Participation rate | 31.0% | 67.5%-36.5pp | 72.0%-41.0pp | 69.6%-38.6pp |
| Annual return | 0.24% | 22.66%-22.4pp | 29.49%-29.3pp | 31.72%-31.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $215 | $4,428-95.1% | $5,159-95.8% | $5,306-96.0% |