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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 | $241 | $27,936-99.1% | $58,561-99.6% | $75,173-99.7% |
| Participation rate | 27.8% | 38.8%-11.1pp | 50.9%-23.1pp | 67.2%-39.4pp |
| Annual return | 16.94% | 44.21%-27.3pp | 4251.33%-4234.4pp | 160.72%-143.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $65 | $1,727-96.2% | $2,520-97.4% | $5,651-98.8% |