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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 | $5,218 | $91,559-94.3% | $133,978-96.1% | $79,856-93.5% |
| Participation rate | 42.3% | 73.3%-31.0pp | 79.8%-37.5pp | 69.6%-27.3pp |
| Annual return | 5.62% | 61.85%-56.2pp | 45.10%-39.5pp | 31.71%-26.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $277 | $6,321-95.6% | $8,930-96.9% | $5,306-94.8% |