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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 | $427 | $57,140-99.3% | $85,240-99.5% | $80,959-99.5% |
| Participation rate | 36.1% | 56.4%-20.3pp | 67.5%-31.4pp | 67.7%-31.6pp |
| Annual return | 9.72% | 21.71%-12.0pp | 66.75%-57.0pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3 | $4,992-99.9% | $6,165-100.0% | $6,925-100.0% |