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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 | $11,057 | $95,188-88.4% | $76,518-85.5% | $135,379-91.8% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -3.73% | 4.85%-8.6pp | -0.27%-3.5pp | 519.79%-523.5pp |
| Employer contribution / active EE | $1,575 | $3,303-52.3% | $2,647-40.5% | $4,779-67.0% |
| Participant deferral / active EE | $3,516 | $4,640-24.2% | $3,836-8.3% | $5,609-37.3% |
| Admin fee / account holder | $50 | $6,249-99.2% | $4,849-99.0% | $10,828-99.5% |