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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 | $243 | $101,653-99.8% | $147,080-99.8% | $74,459-99.7% |
| Participation rate | 23.8% | 75.6%-51.7pp | 82.2%-58.4pp | 67.2%-43.4pp |
| Annual return | 12.74% | 8754.98%-8742.2pp | 420.17%-407.4pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $6 | $1,752-99.6% | $12,989-100.0% | $1,945-99.7% |