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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 | $96,137-97.6% | $136,007-98.3% | $80,874-97.2% |
| Participation rate | 14.3% | 71.2%-56.9pp | 76.5%-62.2pp | 67.6%-53.4pp |
| Annual return | 9.97% | 28.70%-18.7pp | 579.32%-569.4pp | 35.62%-25.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,215-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,024-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9 | $8,236-99.9% | $6,858-99.9% | $6,935-99.9% |