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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 | $49,976-99.3% | $66,674-99.5% | $82,637-99.6% |
| Participation rate | 55.9% | 63.1%-7.2pp | 73.7%-17.7pp | 68.1%-12.1pp |
| Annual return | 14.55% | 39.09%-24.5pp | 321.24%-306.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $43 | $4,594-99.1% | $5,098-99.1% | $7,339-99.4% |