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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 | $9,641 | $93,345-89.7% | $119,126-91.9% | $87,485-89.0% |
| Participation rate | 11.5% | 68.7%-57.2pp | 75.8%-64.2pp | 68.9%-57.4pp |
| Annual return | 9.41% | 19.08%-9.7pp | 282.11%-272.7pp | 26.06%-16.6pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $217 | $8,039-97.3% | $10,693-98.0% | $7,775-97.2% |