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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 | $1,024 | $202,463-99.5% | $169,397-99.4% | $139,487-99.3% |
| Participation rate | 45.0% | 81.1%-36.1pp | 77.2%-32.2pp | 80.3%-35.3pp |
| Annual return | 10.14% | 532.64%-522.5pp | 406.23%-396.1pp | 373.84%-363.7pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $78 | $10,726-99.3% | $9,017-99.1% | $11,407-99.3% |