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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 | $1,804 | $51,202-96.5% | $70,548-97.4% | $75,181-97.6% |
| Participation rate | 42.9% | 61.0%-18.1pp | 68.3%-25.5pp | 67.2%-24.3pp |
| Annual return | 16.81% | 30.05%-13.2pp | 32.78%-16.0pp | 160.69%-143.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,567-100.0% | $4,126-100.0% |
| Admin fee / account holder | $178 | $4,094-95.6% | $6,424-97.2% | $5,650-96.8% |