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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 | $139,948-85.0% | $121,663-82.8% | $154,746-86.5% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.5%-74.5pp | 80.7%-80.7pp |
| Annual return | 16.99% | 230.52%-213.5pp | 147.54%-130.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,840 | $3,521-47.7% | $3,020-39.1% | $4,379-58.0% |
| Participant deferral / active EE | $1,253 | $5,629-77.7% | $4,887-74.4% | $6,730-81.4% |
| Admin fee / account holder | $100 | $17,321-99.4% | $14,289-99.3% | $14,365-99.3% |