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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 | $11,855 | $80,983-85.4% | $96,544-87.7% | $75,177-84.2% |
| Participation rate | 86.0% | 71.8%+14.2pp | 76.0%+10.0pp | 67.2%+18.8pp |
| Annual return | 24.77% | 27.05%-2.3pp | 25.88%-1.1pp | 160.75%-136.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $241 | $6,717-96.4% | $8,254-97.1% | $5,651-95.7% |