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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 | $1,161 | $45,343-97.4% | $150,298-99.2% | $67,986-98.3% |
| Participation rate | 31.9% | 51.9%-20.0pp | 77.8%-45.9pp | 57.2%-25.3pp |
| Annual return | 18.12% | 33.28%-15.2pp | 62.79%-44.7pp | 31.67%-13.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $189 | $2,250-91.6% | $14,116-98.7% | $3,203-94.1% |