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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $326 | $55,446-99.4% | $155,574-99.8% | $74,429-99.6% |
| Participation rate | 42.9% | 61.9%-19.0pp | 78.2%-35.3pp | 67.2%-24.3pp |
| Annual return | 7.16% | 269.20%-262.0pp | 64.87%-57.7pp | 1368.38%-1361.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $29 | $1,743-98.3% | $15,914-99.8% | $1,944-98.5% |