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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 | $463 | $102,638-99.5% | $81,982-99.4% | $158,982-99.7% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.3%-69.3pp | 82.0%-82.0pp |
| Annual return | 6.72% | 61.05%-54.3pp | 41.31%-34.6pp | 302.99%-296.3pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $53 | $8,237-99.4% | $5,665-99.1% | $11,252-99.5% |