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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,039 | $22,714-60.2% | $59,496-84.8% | $55,191-83.6% |
| Participation rate | 62.2% | 37.5%+24.7pp | 54.6%+7.6pp | 69.2%-7.0pp |
| Annual return | 0.81% | -44.01%+44.8pp | 182.05%-181.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $843-100.0% | $1,829-100.0% | $3,046-100.0% |
| Admin fee / account holder | $5 | $83-94.3% | $2,232-99.8% | $91-94.7% |