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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 | $676 | $89,259-99.2% | $107,187-99.4% | $82,637-99.2% |
| Participation rate | 58.1% | 67.9%-9.9pp | 75.0%-17.0pp | 68.1%-10.0pp |
| Annual return | 18.95% | 21.02%-2.1pp | 204.55%-185.6pp | 53.51%-34.6pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $205 | $7,381-97.2% | $9,162-97.8% | $7,339-97.2% |