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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,548 | $289,211-99.1% | $260,467-99.0% | $198,609-98.7% |
| Participation rate | 25.0% | 83.1%-58.1pp | 80.5%-55.5pp | 82.4%-57.4pp |
| Annual return | 3.54% | 112.90%-109.4pp | 100.60%-97.1pp | 202.70%-199.2pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $142 | $16,236-99.1% | $15,461-99.1% | $19,030-99.3% |