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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 | $53,063-99.1% | $124,206-99.6% | $82,637-99.4% |
| Participation rate | 52.4% | 58.4%-6.0pp | 69.6%-17.2pp | 68.1%-15.7pp |
| Annual return | 20.18% | 68.87%-48.7pp | 515.27%-495.1pp | 53.51%-33.3pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17 | $4,281-99.6% | $5,929-99.7% | $7,339-99.8% |