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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 | $10,341 | $148,629-93.0% | $135,982-92.4% | $139,487-92.6% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 16.84% | 79.33%-62.5pp | 68.32%-51.5pp | 373.84%-357.0pp |
| Employer contribution / active EE | $2,103 | $5,247-59.9% | $4,859-56.7% | $4,755-55.8% |
| Participant deferral / active EE | $3,982 | $8,102-50.9% | $7,760-48.7% | $6,713-40.7% |
| Admin fee / account holder | $95 | $12,406-99.2% | $10,767-99.1% | $11,407-99.2% |