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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 | $9,595 | $46,877-79.5% | $122,354-92.2% | $70,126-86.3% |
| Participation rate | 64.5% | 58.2%+6.3pp | 71.6%-7.1pp | 69.5%-5.0pp |
| Annual return | 13.86% | 24.22%-10.4pp | 30.28%-16.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $217 | $3,324-93.5% | $5,479-96.0% | $4,645-95.3% |