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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 | $213 | $64,920-99.7% | $103,693-99.8% | $86,983-99.8% |
| Participation rate | 54.8% | 63.6%-8.8pp | 72.6%-17.8pp | 69.5%-14.7pp |
| Annual return | 18.77% | 30.29%-11.5pp | 47.61%-28.8pp | 25.83%-7.1pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $21 | $6,191-99.7% | $7,858-99.7% | $7,856-99.7% |