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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 | $5,305 | $107,015-95.0% | $73,545-92.8% | $147,585-96.4% |
| Participation rate | 81.0% | 66.4%+14.6pp | 54.9%+26.0pp | 82.8%-1.9pp |
| Annual return | 15.76% | 38.25%-22.5pp | -15.16%+30.9pp | 578.57%-562.8pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $1,806-100.0% | $5,439-100.0% |
| Admin fee / account holder | $103 | $3,055-96.6% | $2,320-95.5% | $10,885-99.1% |