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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 | $897 | $81,763-98.9% | $58,561-98.5% | $139,466-99.4% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 25.79% | 7427.77%-7402.0pp | 4251.33%-4225.5pp | 373.66%-347.9pp |
| Employer contribution / active EE | $2,674 | $1,398+91.3% | $1,053+153.8% | $4,754-43.8% |
| Participant deferral / active EE | $3,709 | $2,555+45.2% | $1,923+92.9% | $6,712-44.7% |
| Admin fee / account holder | $70 | $3,273-97.9% | $2,520-97.2% | $11,409-99.4% |