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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 | $17,939 | $147,556-87.8% | $129,031-86.1% | $198,609-91.0% |
| Participation rate | 13.3% | 77.2%-63.9pp | 73.4%-60.0pp | 82.4%-69.0pp |
| Annual return | 13.15% | 37.41%-24.3pp | 34.67%-21.5pp | 202.70%-189.5pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $28 | $15,467-99.8% | $13,208-99.8% | $19,030-99.9% |