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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 | $9,362 | $73,518-87.3% | $63,003-85.1% | $147,585-93.7% |
| Participation rate | 10.0% | 77.9%-67.9pp | 74.8%-64.8pp | 82.8%-72.8pp |
| Annual return | 8.86% | 175.46%-166.6pp | 87.59%-78.7pp | 578.57%-569.7pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $113 | $5,952-98.1% | $3,600-96.9% | $10,885-99.0% |