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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,720-86.4% | $90,312-88.6% | $86,983-88.1% |
| Participation rate | 18.5% | 66.3%-47.8pp | 72.9%-54.4pp | 69.5%-51.0pp |
| Annual return | 11.78% | 18.55%-6.8pp | 18.90%-7.1pp | 25.83%-14.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6 | $6,201-99.9% | $8,248-99.9% | $7,856-99.9% |