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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 | $342 | $103,164-99.7% | $90,259-99.6% | $154,746-99.8% |
| Participation rate | 0.0% | 76.1%-76.1pp | 70.7%-70.7pp | 80.7%-80.7pp |
| Annual return | 17.19% | 19.25%-2.1pp | 18.88%-1.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $484 | $2,532-80.9% | $2,291-78.9% | $4,379-88.9% |
| Participant deferral / active EE | $993 | $4,422-77.5% | $3,827-74.1% | $6,730-85.2% |
| Admin fee / account holder | $23 | $8,593-99.7% | $7,267-99.7% | $14,365-99.8% |