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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 | $1,010 | $85,790-98.8% | $67,313-98.5% | $135,379-99.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.64% | -0.54%-5.1pp | -4.08%-1.6pp | 519.79%-525.4pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,529 | $4,651-67.1% | $3,568-57.2% | $5,609-72.7% |
| Admin fee / account holder | $95 | $6,392-98.5% | $4,507-97.9% | $10,828-99.1% |