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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,487 | $57,606-95.7% | $67,313-96.3% | $75,289-96.7% |
| Participation rate | 26.5% | 68.2%-41.7pp | 69.1%-42.6pp | 72.4%-45.9pp |
| Annual return | 8.47% | -0.47%+8.9pp | -4.08%+12.6pp | -0.04%+8.5pp |
| Employer contribution / active EE | $0 | $2,206-100.0% | $2,566-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $3,568-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $83-99.6% | $4,507-100.0% | $102-99.7% |