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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,418 | $60,795-68.1% | $69,483-72.1% | $65,186-70.2% |
| Participation rate | 54.4% | 74.9%-20.4pp | 74.6%-20.2pp | 70.2%-15.8pp |
| Annual return | 5.27% | 17.46%-12.2pp | 28.99%-23.7pp | 29.39%-24.1pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,537-100.0% | $3,514-100.0% |
| Admin fee / account holder | $31 | $314-90.0% | $3,841-99.2% | $847-96.3% |