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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 | $1,499 | $70,366-97.9% | $66,674-97.8% | $138,895-98.9% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 46.67% | 386.41%-339.7pp | 321.24%-274.6pp | 145.39%-98.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,815 | $4,374+32.9% | $4,084+42.4% | $6,396-9.1% |
| Admin fee / account holder | $206 | $5,262-96.1% | $5,098-96.0% | $12,562-98.4% |