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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 | $5,754 | $81,358-92.9% | $155,556-96.3% | $80,959-92.9% |
| Participation rate | 95.2% | 66.3%+29.0pp | 78.2%+17.0pp | 67.7%+27.6pp |
| Annual return | 11.69% | 33.39%-21.7pp | 64.84%-53.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $147 | $7,994-98.2% | $15,885-99.1% | $6,925-97.9% |