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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 | $505 | $81,331-99.4% | $155,534-99.7% | $80,935-99.4% |
| Participation rate | 48.1% | 66.3%-18.1pp | 78.2%-30.1pp | 67.7%-19.5pp |
| Annual return | 12.49% | 33.37%-20.9pp | 64.92%-52.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $70 | $7,999-99.1% | $15,900-99.6% | $6,924-99.0% |