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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,844 | $94,529-76.9% | $140,019-84.4% | $64,173-66.0% |
| Participation rate | 38.2% | 84.1%-45.9pp | 87.5%-49.3pp | 69.6%-31.3pp |
| Annual return | 10.85% | 7.77%+3.1pp | 651.17%-640.3pp | 7.63%+3.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $83 | $6,741-98.8% | $10,705-99.2% | $4,887-98.3% |