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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,001 | $102,065-99.0% | $453,569-99.8% | $85,847-98.8% |
| Participation rate | 17.2% | 72.4%-55.2pp | 78.0%-60.8pp | 69.3%-52.1pp |
| Annual return | 30.37% | 25.44%+4.9pp | 64.43%-34.1pp | 318.61%-288.2pp |
| Employer contribution / active EE | $0 | $2,852-100.0% | $4,072-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $127 | $5,717-97.8% | $11,214-98.9% | $6,261-98.0% |