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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283 | $55,889-99.5% | $76,119-99.6% | $80,935-99.6% |
| Participation rate | 63.5% | 62.1%+1.5pp | 69.1%-5.5pp | 67.7%-4.1pp |
| Annual return | 9.54% | 20.58%-11.0pp | 361.25%-351.7pp | 35.66%-26.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $78 | $5,241-98.5% | $6,421-98.8% | $6,924-98.9% |