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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 | $11,224 | $138,102-91.9% | $125,381-91.0% | $134,532-91.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $48,245 | $5,245+819.8% | $4,815+901.9% | $4,741+917.6% |
| Participant deferral / active EE | $23,554 | $7,801+202.0% | $7,448+216.3% | $6,401+268.0% |
| Admin fee / account holder | $32 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |