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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 | $3,200 | $85,766-96.3% | $136,298-97.7% | $70,126-95.4% |
| Participation rate | 64.1% | 74.2%-10.1pp | 81.9%-17.8pp | 69.5%-5.4pp |
| Annual return | 12.92% | 31.46%-18.5pp | 5156.27%-5143.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $95 | $5,421-98.2% | $9,244-99.0% | $4,645-98.0% |