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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 | $6,841 | $126,519-94.6% | $106,201-93.6% | $145,959-95.3% |
| Participation rate | 8.3% | 77.7%-69.3pp | 75.3%-67.0pp | 80.3%-72.0pp |
| Annual return | 0.00% | 225.10%-225.1pp | 116.26%-116.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $12,821 | $3,726+244.1% | $3,170+304.5% | $4,661+175.1% |
| Participant deferral / active EE | $17,179 | $5,716+200.6% | $5,012+242.7% | $6,689+156.8% |
| Admin fee / account holder | $12 | $17,312-99.9% | $11,039-99.9% | $13,398-99.9% |