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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 | $3,644 | $88,707-95.9% | $74,184-95.1% | $273,972-98.7% |
| Participation rate | 54.2% | 79.4%-25.3pp | 76.6%-22.5pp | 83.0%-28.8pp |
| Annual return | 1.88% | 11.94%-10.1pp | 17.74%-15.9pp | 41.46%-39.6pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $136 | $8,717-98.4% | $5,586-97.6% | $10,133-98.7% |