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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 | $30,385-98.4% | $56,054-99.1% | $74,400-99.3% |
| Participation rate | 45.9% | 32.9%+13.0pp | 52.5%-6.6pp | 67.2%-21.3pp |
| Annual return | 11.78% | 24.92%-13.1pp | 1705.95%-1694.2pp | 1367.51%-1355.7pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $1,174-100.0% | $1,952-100.0% | $4,348-100.0% |
| Admin fee / account holder | $124 | $2,361-94.7% | $2,822-95.6% | $1,944-93.6% |