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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 | $13,331 | $78,694-83.1% | $67,652-80.3% | $125,389-89.4% |
| Participation rate | 0.0% | 78.8%-78.8pp | 75.7%-75.7pp | 83.2%-83.2pp |
| Annual return | -3.16% | 9.46%-12.6pp | 6625.40%-6628.6pp | 282.24%-285.4pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,506 | $4,292+28.3% | $3,560+54.7% | $5,352+2.9% |
| Admin fee / account holder | $12 | $7,403-99.8% | $4,821-99.8% | $9,541-99.9% |