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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 | $273 | $29,667-99.1% | $56,441-99.5% | $80,874-99.7% |
| Participation rate | 44.0% | 41.7%+2.3pp | 52.5%-8.5pp | 67.6%-23.6pp |
| Annual return | 5.03% | 35.22%-30.2pp | 1704.21%-1699.2pp | 35.62%-30.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,953-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1 | $2,429-99.9% | $2,829-99.9% | $6,935-100.0% |