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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 | $865 | $69,118-98.7% | $53,647-98.4% | $138,895-99.4% |
| Participation rate | 82.6% | 64.0%+18.6pp | 56.3%+26.3pp | 79.9%+2.7pp |
| Annual return | 20.32% | 248.26%-227.9pp | 358.33%-338.0pp | 145.39%-125.1pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $51 | $2,724-98.1% | $2,460-97.9% | $12,562-99.6% |