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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 | $1,172 | $28,624-95.9% | $53,647-97.8% | $82,637-98.6% |
| Participation rate | 71.0% | 47.3%+23.7pp | 56.3%+14.7pp | 68.1%+2.9pp |
| Annual return | 17.48% | 664.98%-647.5pp | 358.33%-340.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $129 | $2,022-93.6% | $2,460-94.7% | $7,339-98.2% |