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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 | $4,065 | $56,197-92.8% | $67,652-94.0% | $59,633-93.2% |
| Participation rate | 52.2% | 71.5%-19.2pp | 75.7%-23.4pp | 68.7%-16.4pp |
| Annual return | 11.90% | 18508.10%-18496.2pp | 6625.40%-6613.5pp | 2041.45%-2029.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $37 | $3,958-99.1% | $4,821-99.2% | $4,297-99.1% |