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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 | $2,083 | $90,745-97.7% | $130,270-98.4% | $75,177-97.2% |
| Participation rate | 16.4% | 71.1%-54.7pp | 76.3%-59.9pp | 67.2%-50.8pp |
| Annual return | 28.26% | 34.45%-6.2pp | 38.89%-10.6pp | 160.75%-132.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,128-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,797-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7 | $6,331-99.9% | $6,022-99.9% | $5,651-99.9% |