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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $3,353 | $109,905-96.9% | $98,506-96.6% | $167,553-98.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 23.11% | 1960.20%-1937.1pp | 1494.92%-1471.8pp | 478.89%-455.8pp |
| Employer contribution / active EE | $363 | $3,226-88.7% | $2,961-87.7% | $4,840-92.5% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $59 | $6,760-99.1% | $5,955-99.0% | $12,316-99.5% |