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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 | $6,796 | $85,171-92.0% | $172,753-96.1% | $72,976-90.7% |
| Participation rate | 23.3% | 70.1%-46.7pp | 82.6%-59.3pp | 69.5%-46.2pp |
| Annual return | 7.12% | 27.32%-20.2pp | 803.00%-795.9pp | 81.02%-73.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $129 | $5,880-97.8% | $13,956-99.1% | $5,124-97.5% |