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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 | $6,606 | $59,813-89.0% | $79,580-91.7% | $68,486-90.4% |
| Participation rate | 56.7% | 61.1%-4.4pp | 69.5%-12.8pp | 67.9%-11.2pp |
| Annual return | -18.55% | -12.30%-6.3pp | 0.15%-18.7pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $159 | $4,835-96.7% | $6,835-97.7% | $5,404-97.1% |