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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 | $534 | $76,519-99.3% | $56,025-99.0% | $145,897-99.6% |
| Participation rate | 46.2% | 63.2%-17.1pp | 52.5%-6.4pp | 80.3%-34.2pp |
| Annual return | 10.64% | 3017.03%-3006.4pp | 1712.69%-1702.0pp | 552.29%-541.6pp |
| 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 | $34 | $3,331-99.0% | $2,828-98.8% | $13,390-99.7% |