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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 | $101,752-95.3% | $164,928-97.1% | $80,911-94.1% |
| Participation rate | 30.8% | 71.8%-41.1pp | 78.6%-47.9pp | 67.6%-36.9pp |
| Annual return | 0.52% | 16.73%-16.2pp | 70.08%-69.6pp | 35.63%-35.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $235 | $8,218-97.1% | $12,684-98.1% | $6,935-96.6% |