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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 | $2,263 | $97,732-97.7% | $83,831-97.3% | $135,380-98.3% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -10.75% | 1287.56%-1298.3pp | 850.99%-861.7pp | 519.81%-530.6pp |
| Employer contribution / active EE | $1,639 | $4,222-61.2% | $3,631-54.9% | $4,779-65.7% |
| Participant deferral / active EE | $3,277 | $4,683-30.0% | $4,082-19.7% | $5,609-41.6% |
| Admin fee / account holder | $11 | $6,675-99.8% | $5,479-99.8% | $10,828-99.9% |