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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,415 | $152,597-95.8% | $117,533-94.5% | $134,532-95.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.34% | 53.04%-70.4pp | 29.77%-47.1pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,334 | $5,576-76.1% | $4,179-68.1% | $4,741-71.9% |
| Participant deferral / active EE | $3,568 | $4,821-26.0% | $4,072-12.4% | $6,401-44.3% |
| Admin fee / account holder | $3 | $7,007-100.0% | $5,647-99.9% | $11,429-100.0% |