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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,164 | $98,982-75.6% | $162,177-85.1% | $65,185-62.9% |
| Participation rate | 48.1% | 85.8%-37.6pp | 87.6%-39.4pp | 70.2%-22.1pp |
| Annual return | 1.73% | 24.84%-23.1pp | 115.60%-113.9pp | 29.38%-27.7pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $146 | $596-75.6% | $10,843-98.7% | $847-82.8% |