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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 | $633 | $127,387-99.5% | $115,038-99.4% | $125,389-99.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.39% | 31.28%-29.9pp | 26.14%-24.7pp | 282.24%-280.8pp |
| Employer contribution / active EE | $1,986 | $5,166-61.6% | $4,608-56.9% | $4,866-59.2% |
| Participant deferral / active EE | $6,724 | $6,423+4.7% | $6,026+11.6% | $5,352+25.6% |
| Admin fee / account holder | $79 | $9,516-99.2% | $8,175-99.0% | $9,541-99.2% |