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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 | $655 | $101,063-99.4% | $81,473-99.2% | $147,586-99.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,690 | $3,206-47.3% | $2,568-34.2% | $4,876-65.3% |
| Participant deferral / active EE | $2,628 | $4,242-38.1% | $3,537-25.7% | $5,439-51.7% |
| Admin fee / account holder | $90 | $5,812-98.5% | $4,561-98.0% | $10,886-99.2% |