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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,271 | $81,494-87.4% | $133,978-92.3% | $73,497-86.0% |
| Participation rate | 17.0% | 76.4%-59.4pp | 79.8%-62.9pp | 70.7%-53.7pp |
| Annual return | 4.50% | 19.40%-14.9pp | 45.10%-40.6pp | 28.51%-24.0pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |