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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 | $658 | $57,590-98.9% | $86,233-99.2% | $82,448-99.2% |
| Participation rate | 17.1% | 57.9%-40.7pp | 69.0%-51.9pp | 68.1%-50.9pp |
| Annual return | 14.26% | 22.41%-8.2pp | 61.39%-47.1pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $173 | $4,730-96.3% | $8,342-97.9% | $7,234-97.6% |