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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,688 | $84,936-75.6% | $111,308-81.4% | $79,391-73.9% |
| Participation rate | 46.8% | 75.9%-29.0pp | 77.3%-30.5pp | 70.7%-23.9pp |
| Annual return | 17.26% | 17.45%-0.2pp | 54.67%-37.4pp | 116.88%-99.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,965-100.0% | $627-100.0% |