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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 | $3,253 | $84,708-96.2% | $75,714-95.7% | $167,536-98.1% |
| Participation rate | 14.3% | 77.8%-63.6pp | 74.8%-60.5pp | 82.1%-67.8pp |
| Annual return | 13.16% | 199.62%-186.5pp | 104.62%-91.5pp | 478.82%-465.7pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $16 | $5,358-99.7% | $3,619-99.6% | $12,315-99.9% |