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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 | $2,197 | $45,566-95.2% | $64,105-96.6% | $59,633-96.3% |
| Participation rate | 94.4% | 60.2%+34.2pp | 68.2%+26.2pp | 68.7%+25.7pp |
| Annual return | 0.65% | 4.95%-4.3pp | 791.24%-790.6pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $30 | $3,268-99.1% | $4,499-99.3% | $4,297-99.3% |