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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 | $3,991 | $90,606-95.6% | $79,466-95.0% | $135,379-97.1% |
| Participation rate | 21.1% | 76.0%-55.0pp | 73.3%-52.3pp | 82.6%-61.6pp |
| Annual return | -10.35% | 977.69%-988.0pp | 718.28%-728.6pp | 519.79%-530.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $131 | $5,895-97.8% | $5,104-97.4% | $10,828-98.8% |