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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,873 | $89,123-81.1% | $102,460-83.5% | $77,762-78.3% |
| Participation rate | 61.3% | 80.9%-19.7pp | 76.5%-15.2pp | 70.6%-9.3pp |
| Annual return | 20.93% | 25.05%-4.1pp | 29.47%-8.5pp | 31.27%-10.3pp |
| Employer contribution / active EE | $0 | $2,700-100.0% | $3,025-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $5 | $236-98.1% | $9,460-100.0% | $433-98.9% |