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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 | $5,363 | $162,529-96.7% | $130,788-95.9% | $154,746-96.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 15.55% | 510.48%-494.9pp | 386.44%-370.9pp | 172.34%-156.8pp |
| Employer contribution / active EE | $750 | $4,447-83.1% | $3,558-78.9% | $4,379-82.9% |
| Participant deferral / active EE | $11,966 | $4,808+148.9% | $4,137+189.2% | $6,730+77.8% |
| Admin fee / account holder | $130 | $7,669-98.3% | $6,673-98.1% | $14,365-99.1% |