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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 | $225 | $29,319-99.2% | $52,425-99.6% | $82,448-99.7% |
| Participation rate | 54.1% | 46.9%+7.3pp | 55.6%-1.5pp | 68.1%-14.0pp |
| Annual return | -14.27% | 535.20%-549.5pp | 302.12%-316.4pp | 41.64%-55.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $92 | $1,962-95.3% | $2,495-96.3% | $7,234-98.7% |