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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,233 | $211,224-99.4% | $178,505-99.3% | $145,897-99.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 2.57% | 30.28%-27.7pp | 27.16%-24.6pp | 552.29%-549.7pp |
| Employer contribution / active EE | $1,242 | $4,577-72.9% | $3,955-68.6% | $4,663-73.4% |
| Participant deferral / active EE | $1,485 | $6,966-78.7% | $6,280-76.4% | $6,689-77.8% |
| Admin fee / account holder | $281 | $12,109-97.7% | $10,428-97.3% | $13,390-97.9% |