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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,996 | $88,042-89.8% | $138,135-93.5% | $79,852-88.7% |
| Participation rate | 98.7% | 71.4%+27.3pp | 78.7%+20.0pp | 69.6%+29.0pp |
| Annual return | 11.51% | 20.58%-9.1pp | 20.51%-9.0pp | 31.72%-20.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $5,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $4,704-100.0% | $6,431-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $7,791-100.0% | $11,856-100.0% | $5,306-100.0% |