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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,818 | $81,504-94.1% | $102,437-95.3% | $80,959-94.0% |
| Participation rate | 64.9% | 66.9%-1.9pp | 74.5%-9.6pp | 67.7%-2.8pp |
| Annual return | 0.88% | 25.60%-24.7pp | 24.95%-24.1pp | 35.67%-34.8pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $24 | $6,719-99.6% | $8,388-99.7% | $6,925-99.7% |