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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,517 | $78,428-94.2% | $95,960-95.3% | $79,852-94.3% |
| Participation rate | 66.0% | 73.5%-7.5pp | 77.1%-11.0pp | 69.6%-3.6pp |
| Annual return | 2.98% | 19.37%-16.4pp | 91.63%-88.7pp | 31.72%-28.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $60 | $5,622-98.9% | $6,797-99.1% | $5,306-98.9% |