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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 | $3,532 | $103,949-96.6% | $69,182-94.9% | $273,970-98.7% |
| Participation rate | 0.0% | 67.4%-67.4pp | 55.1%-55.1pp | 83.0%-83.0pp |
| Annual return | 7.06% | 35.28%-28.2pp | -21.93%+29.0pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $255 | $3,671-93.1% | $2,697-90.6% | $10,132-97.5% |