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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,045 | $43,333-79.1% | $59,883-84.9% | $64,181-85.9% |
| Participation rate | 4.4% | 69.2%-64.7pp | 74.7%-70.3pp | 69.6%-65.1pp |
| Annual return | -2.19% | -1.55%-0.6pp | 3.46%-5.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $112 | $3,006-96.3% | $3,591-96.9% | $4,887-97.7% |