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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 | $618 | $90,691-99.3% | $76,119-99.2% | $145,884-99.6% |
| Participation rate | 10.0% | 74.5%-64.5pp | 69.1%-59.1pp | 80.3%-70.3pp |
| Annual return | 4.75% | 624.52%-619.8pp | 361.25%-356.5pp | 551.85%-547.1pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10 | $8,383-99.9% | $6,421-99.8% | $13,392-99.9% |