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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 | $5,602 | $211,946-97.4% | $169,452-96.7% | $135,379-95.9% |
| Participation rate | 0.0% | 82.6%-82.6pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -16.76% | 3.26%-20.0pp | 1.83%-18.6pp | 519.79%-536.6pp |
| Employer contribution / active EE | $4,288 | $5,117-16.2% | $4,157+3.2% | $4,779-10.3% |
| Participant deferral / active EE | $9,676 | $6,075+59.3% | $5,277+83.4% | $5,609+72.5% |
| Admin fee / account holder | $238 | $11,472-97.9% | $9,110-97.4% | $10,828-97.8% |