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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 | $10,492 | $56,638-81.5% | $169,397-93.8% | $74,473-85.9% |
| Participation rate | 0.0% | 67.5%-67.5pp | 77.2%-77.2pp | 70.7%-70.7pp |
| Annual return | -99.08% | 24.75%-123.8pp | 406.23%-505.3pp | 34.36%-133.4pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $4,223-100.0% | $6,223-100.0% | $4,530-100.0% |
| Admin fee / account holder | $68 | $307-77.8% | $9,017-99.2% | $347-80.4% |