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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 | $9,730 | $56,894-82.9% | $84,753-88.5% | $62,881-84.5% |
| Participation rate | 65.7% | 68.5%-2.8pp | 76.6%-10.9pp | 69.3%-3.6pp |
| Annual return | -2.95% | 6.30%-9.3pp | 22.78%-25.7pp | 20.14%-23.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $85 | $3,581-97.6% | $5,333-98.4% | $4,296-98.0% |