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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 | $4,820 | $83,485-94.2% | $125,192-96.2% | $72,975-93.4% |
| Participation rate | 41.4% | 73.3%-31.9pp | 79.8%-38.4pp | 69.5%-28.1pp |
| Annual return | 10.94% | 25.77%-14.8pp | 43.79%-32.9pp | 81.01%-70.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $68 | $5,518-98.8% | $9,704-99.3% | $5,124-98.7% |