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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 | $2,007 | $57,073-96.5% | $85,126-97.6% | $80,925-97.5% |
| Participation rate | 82.8% | 56.4%+26.4pp | 67.5%+15.2pp | 67.7%+15.1pp |
| Annual return | 14.90% | 21.69%-6.8pp | 66.63%-51.7pp | 35.65%-20.8pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $210 | $4,988-95.8% | $6,160-96.6% | $6,940-97.0% |