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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 | $7,180 | $69,518-89.7% | $59,887-88.0% | $135,379-94.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.47% | 7.95%-10.4pp | 3.46%-5.9pp | 519.79%-522.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,540 | $4,204-39.6% | $3,402-25.3% | $5,609-54.7% |
| Admin fee / account holder | $293 | $5,734-94.9% | $3,591-91.8% | $10,828-97.3% |