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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $20,945 | $142,354-85.3% | $125,529-83.3% | $155,188-86.5% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.7%-74.7pp | 80.8%-80.8pp |
| Annual return | 16.99% | 306.06%-289.1pp | 202.56%-185.6pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,840 | $3,501-47.4% | $3,058-39.8% | $4,248-56.7% |
| Participant deferral / active EE | $1,253 | $5,491-77.2% | $4,813-74.0% | $6,531-80.8% |
| Admin fee / account holder | $100 | $19,392-99.5% | $16,298-99.4% | $14,480-99.3% |