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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 | $545 | $36,948-98.5% | $73,658-99.3% | $87,485-99.4% |
| Participation rate | 31.6% | 46.8%-15.2pp | 57.0%-25.5pp | 68.9%-37.4pp |
| Annual return | 19.84% | 28.64%-8.8pp | 29.72%-9.9pp | 26.06%-6.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $1,379-100.0% | $2,062-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4 | $2,531-99.8% | $3,357-99.9% | $7,775-99.9% |