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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 | $2,335 | $80,992-97.1% | $96,534-97.6% | $75,173-96.9% |
| Participation rate | 79.6% | 71.8%+7.8pp | 76.0%+3.6pp | 67.2%+12.4pp |
| Annual return | 14.66% | 27.05%-12.4pp | 25.88%-11.2pp | 160.72%-146.1pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $52 | $6,717-99.2% | $8,253-99.4% | $5,651-99.1% |