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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 | $17,131 | $87,834-80.5% | $133,975-87.2% | $62,881-72.8% |
| Participation rate | 88.3% | 83.4%+4.9pp | 87.1%+1.2pp | 69.3%+19.0pp |
| Annual return | 7.22% | 12.05%-4.8pp | 29.29%-22.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $276 | $5,372-94.9% | $9,324-97.0% | $4,296-93.6% |