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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 | $336 | $61,125-99.4% | $94,057-99.6% | $87,485-99.6% |
| Participation rate | 55.9% | 64.1%-8.1pp | 73.3%-17.4pp | 68.9%-13.0pp |
| Annual return | 14.55% | 35.20%-20.6pp | 480.62%-466.1pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $43 | $5,629-99.2% | $7,244-99.4% | $7,775-99.4% |