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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 | $639 | $106,923-99.4% | $84,023-99.2% | $152,909-99.6% |
| Participation rate | 85.7% | 75.3%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 20.64% | 105.02%-84.4pp | 71.32%-50.7pp | 345.46%-324.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16 | $8,289-99.8% | $6,102-99.7% | $11,601-99.9% |