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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,025 | $124,346-90.3% | $111,308-89.2% | $167,536-92.8% |
| Participation rate | 64.3% | 79.6%-15.3pp | 77.3%-13.0pp | 82.1%-17.8pp |
| Annual return | 7.48% | 37.45%-30.0pp | 54.67%-47.2pp | 478.82%-471.3pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $118 | $10,621-98.9% | $7,965-98.5% | $12,315-99.0% |