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Participant contribution per participant 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 | $28,548 | $160,548-82.2% | $145,218-80.3% | $233,076-87.8% |
| Participation rate | 100.0% | 23.9%+76.1pp | 20.5%+79.5pp | 46.4%+53.6pp |
| Annual return | 0.19% | -0.62%+0.8pp | -0.67%+0.9pp | -82.67%+82.9pp |
| Employer contribution / active EE | $41,034 | $37,810+8.5% | $31,731+29.3% | $43,771-6.3% |
| Participant deferral / active EE | $0 | $456-100.0% | $473-100.0% | $103-100.0% |
| Admin fee / account holder | $222 | $36,086-99.4% | $28,383-99.2% | $11,204-98.0% |