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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,737 | $88,707-98.0% | $74,184-97.7% | $273,972-99.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.76% | 11.94%+0.8pp | 17.74%-5.0pp | 41.46%-28.7pp |
| Employer contribution / active EE | $2,500 | $3,159-20.9% | $2,370+5.5% | $4,869-48.7% |
| Participant deferral / active EE | $9,992 | $4,212+137.2% | $3,550+181.5% | $5,287+89.0% |
| Admin fee / account holder | $61 | $8,717-99.3% | $5,586-98.9% | $10,133-99.4% |