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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 | $17,768 | $155,840-88.6% | $124,694-85.8% | $167,553-89.4% |
| Participation rate | 38.1% | 81.1%-43.0pp | 74.6%-36.5pp | 82.1%-44.0pp |
| Annual return | 12.89% | 17.98%-5.1pp | 5144.82%-5131.9pp | 478.89%-466.0pp |
| Employer contribution / active EE | $0 | $4,165-100.0% | $3,325-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $161 | $9,536-98.3% | $7,495-97.9% | $12,316-98.7% |