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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 | $372 | $76,519-99.5% | $56,025-99.3% | $145,897-99.7% |
| Participation rate | 34.8% | 63.2%-28.5pp | 52.5%-17.7pp | 80.3%-45.5pp |
| Annual return | 8.13% | 3017.03%-3008.9pp | 1712.69%-1704.6pp | 552.29%-544.2pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $66 | $3,331-98.0% | $2,828-97.7% | $13,390-99.5% |