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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 | $497 | $30,437-98.4% | $56,033-99.1% | $74,459-99.3% |
| Participation rate | 45.9% | 32.9%+13.0pp | 52.5%-6.6pp | 67.2%-21.4pp |
| Annual return | 11.78% | 24.96%-13.2pp | 1711.38%-1699.6pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $1,176-100.0% | $1,954-100.0% | $4,350-100.0% |
| Admin fee / account holder | $124 | $2,363-94.7% | $2,827-95.6% | $1,945-93.6% |