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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.
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 | $7,225 | $99,957-92.8% | $149,745-95.2% | $73,497-90.2% |
| Participation rate | 57.1% | 75.7%-18.6pp | 82.5%-25.3pp | 70.7%-13.5pp |
| Annual return | 23.16% | 53.87%-30.7pp | 276.72%-253.6pp | 28.51%-5.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $70 | $551-87.2% | $9,312-99.2% | $513-86.3% |