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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 | $392 | $77,905-99.5% | $149,682-99.7% | $75,173-99.5% |
| Participation rate | 34.8% | 65.6%-30.7pp | 78.8%-43.9pp | 67.2%-32.4pp |
| Annual return | 15.00% | 31.72%-16.7pp | 134.35%-119.4pp | 160.65%-145.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,681-100.0% | $4,126-100.0% |
| Admin fee / account holder | $42 | $5,957-99.3% | $13,210-99.7% | $5,651-99.3% |