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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 | $15,403 | $87,132-82.3% | $105,624-85.4% | $80,959-81.0% |
| Participation rate | 90.3% | 70.4%+19.9pp | 75.3%+15.0pp | 67.7%+22.7pp |
| Annual return | 13.72% | 17.03%-3.3pp | 116.20%-102.5pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $166 | $8,449-98.0% | $10,961-98.5% | $6,925-97.6% |