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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 | $4,727 | $91,537-94.8% | $130,045-96.4% | $75,173-93.7% |
| Participation rate | 33.3% | 71.5%-38.1pp | 78.5%-45.2pp | 67.2%-33.9pp |
| Annual return | 4.09% | -631.55%+635.6pp | -137.30%+141.4pp | 160.72%-156.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $280 | $6,780-95.9% | $10,600-97.4% | $5,651-95.0% |