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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 | $11,673 | $163,671-92.9% | $155,556-92.5% | - |
| Participation rate | 0.0% | 63.4%-63.4pp | 78.2%-78.2pp | - |
| Annual return | 15.98% | 19.35%-3.4pp | 64.84%-48.9pp | - |
| Employer contribution / active EE | $0 | $2,499-100.0% | $4,675-100.0% | - |
| Participant deferral / active EE | $0 | $2,935-100.0% | $5,631-100.0% | - |
| Admin fee / account holder | $148 | $97,433-99.8% | $15,885-99.1% | - |