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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $472 | $97,751-99.5% | $103,447-99.5% | $145,877-99.7% |
| Participation rate | 33.3% | 81.1%-47.8pp | 80.5%-47.2pp | 80.3%-47.0pp |
| Annual return | 11.33% | 25.43%-14.1pp | 23.92%-12.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,911 | $6,603-71.1% | $6,624-71.1% | $6,691-71.4% |
| Admin fee / account holder | $1 | $12,515-100.0% | $9,415-100.0% | $13,402-100.0% |