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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $564 | $112,933-99.5% | $90,970-99.4% | $158,982-99.6% |
| Participation rate | 0.0% | 74.7%-74.7pp | 69.0%-69.0pp | 82.0%-82.0pp |
| Annual return | 48.98% | 215.82%-166.8pp | 134.60%-85.6pp | 302.99%-254.0pp |
| Employer contribution / active EE | $3,614 | $2,893+24.9% | $2,122+70.3% | $4,763-24.1% |
| Participant deferral / active EE | $5,206 | $4,128+26.1% | $3,373+54.3% | $5,983-13.0% |
| Admin fee / account holder | $6 | $8,047-99.9% | $5,961-99.9% | $11,252-99.9% |