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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 | $6,391 | $115,810-94.5% | $101,271-93.7% | $158,966-96.0% |
| Participation rate | 65.2% | 79.4%-14.1pp | 75.8%-10.6pp | 82.0%-16.7pp |
| Annual return | -11.42% | 56.15%-67.6pp | 46.48%-57.9pp | 302.95%-314.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $89 | $7,248-98.8% | $5,948-98.5% | $11,250-99.2% |