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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 | $2,281 | $96,236-97.6% | $133,698-98.3% | $80,959-97.2% |
| Participation rate | 14.3% | 71.2%-56.9pp | 76.4%-62.1pp | 67.7%-53.4pp |
| Annual return | 9.97% | 28.74%-18.8pp | 580.90%-570.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,218-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9 | $8,250-99.9% | $6,703-99.9% | $6,925-99.9% |