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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $645 | $102,635-99.4% | $86,209-99.3% | $139,456-99.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 22.91% | 1923.53%-1900.6pp | 1169.05%-1146.1pp | 373.45%-350.5pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,164 | $4,677-75.1% | $3,986-70.8% | $6,711-82.7% |
| Admin fee / account holder | $32 | $8,661-99.6% | $6,853-99.5% | $11,407-99.7% |