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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 | $498 | $52,353-99.0% | $120,225-99.6% | $82,448-99.4% |
| Participation rate | 52.4% | 58.3%-5.9pp | 69.6%-17.2pp | 68.1%-15.7pp |
| Annual return | 20.18% | 61.85%-41.7pp | 439.23%-419.0pp | 41.64%-21.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $17 | $4,363-99.6% | $5,696-99.7% | $7,234-99.8% |