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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 | $10,311 | $72,607-85.8% | $90,259-88.6% | $87,485-88.2% |
| Participation rate | 18.5% | 64.8%-46.3pp | 70.7%-52.2pp | 68.9%-50.4pp |
| Annual return | 11.78% | 18.59%-6.8pp | 18.88%-7.1pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6 | $5,947-99.9% | $7,267-99.9% | $7,775-99.9% |