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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 | $6,038 | $112,933-94.7% | $90,970-93.4% | $158,982-96.2% |
| Participation rate | 58.3% | 74.7%-16.4pp | 69.0%-10.7pp | 82.0%-23.6pp |
| Annual return | -1.71% | 215.82%-217.5pp | 134.60%-136.3pp | 302.99%-304.7pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $152 | $8,047-98.1% | $5,961-97.5% | $11,252-98.7% |