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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 | $9,432 | $77,416-87.8% | $69,464-86.4% | $152,897-93.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 74.6%-34.6pp | 82.5%-42.5pp |
| Annual return | 0.59% | 39.08%-38.5pp | 28.98%-28.4pp | 345.43%-344.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11 | $6,208-99.8% | $3,840-99.7% | $11,599-99.9% |