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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,985 | $52,279-92.4% | $89,435-95.5% | $79,856-95.0% |
| Participation rate | 44.9% | 57.5%-12.6pp | 68.0%-23.1pp | 69.6%-24.7pp |
| Annual return | 14.92% | 22.16%-7.2pp | 245.55%-230.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,864 | $2,740+41.0% | $3,890-0.7% | $3,741+3.3% |
| Admin fee / account holder | $27 | $3,356-99.2% | $4,884-99.4% | $5,306-99.5% |