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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,748 | $101,778-95.3% | $164,975-97.1% | $80,925-94.1% |
| Participation rate | 30.8% | 71.8%-41.1pp | 78.6%-47.8pp | 67.7%-36.9pp |
| Annual return | 0.52% | 16.73%-16.2pp | 70.12%-69.6pp | 35.65%-35.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $235 | $8,221-97.1% | $12,688-98.1% | $6,940-96.6% |