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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 | $1,572 | $74,535-97.9% | $100,712-98.4% | $82,637-98.1% |
| Participation rate | 65.5% | 61.2%+4.3pp | 69.3%-3.8pp | 68.1%-2.6pp |
| Annual return | 11.57% | 18.92%-7.4pp | 33.27%-21.7pp | 53.51%-41.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $77 | $6,576-98.8% | $9,256-99.2% | $7,339-99.0% |