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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 | $5,829 | $52,580-88.9% | $71,671-91.9% | $70,124-91.7% |
| Participation rate | 97.8% | 60.9%+36.9pp | 68.7%+29.0pp | 69.5%+28.2pp |
| Annual return | 20.66% | 20.25%+0.4pp | 20.65%0pp | 73.14%-52.5pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $168 | $3,653-95.4% | $5,558-97.0% | $4,645-96.4% |