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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 | $3,319 | $42,548-92.2% | $74,551-95.5% | $56,289-94.1% |
| Participation rate | 98.0% | 60.5%+37.5pp | 69.1%+28.8pp | 69.9%+28.1pp |
| Annual return | 8.12% | 12.40%-4.3pp | 32.53%-24.4pp | -9.96%+18.1pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,059-100.0% | $521-100.0% |