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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 | $719 | $106,247-99.3% | $96,515-99.3% | $139,466-99.5% |
| Participation rate | 4.8% | 77.8%-73.1pp | 74.3%-69.6pp | 80.3%-75.6pp |
| Annual return | 6.56% | 38.47%-31.9pp | 35.73%-29.2pp | 373.66%-367.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $99 | $7,885-98.7% | $6,735-98.5% | $11,409-99.1% |