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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,175 | $96,236-89.4% | $136,072-92.5% | $80,935-87.4% |
| Participation rate | 61.9% | 71.2%-9.3pp | 76.4%-14.5pp | 67.7%-5.8pp |
| Annual return | -1.04% | 28.74%-29.8pp | 580.46%-581.5pp | 35.66%-36.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,216-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,028-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,250-100.0% | $6,718-100.0% | $6,924-100.0% |