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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 | $2,183 | $93,098-97.7% | $77,081-97.2% | $134,509-98.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -7.80% | 62.63%-70.4pp | 42.33%-50.1pp | 418.13%-425.9pp |
| Employer contribution / active EE | $2,079 | $3,419-39.2% | $2,813-26.1% | $4,741-56.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7 | $6,945-99.9% | $5,427-99.9% | $11,427-99.9% |