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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 | $167,030-96.8% | $135,768-96.1% | $155,188-96.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 15.55% | 678.39%-662.8pp | 526.10%-510.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $750 | $4,132-81.9% | $3,394-77.9% | $4,248-82.3% |
| Participant deferral / active EE | $11,966 | $4,528+164.3% | $3,977+200.9% | $6,531+83.2% |
| Admin fee / account holder | $130 | $8,172-98.4% | $7,048-98.2% | $14,480-99.1% |