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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 | $5,667 | $102,595-94.5% | $94,057-94.0% | $154,746-96.3% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 19.08% | 583.42%-564.3pp | 480.62%-461.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $118 | $3,147-96.3% | $2,933-96.0% | $4,379-97.3% |
| Participant deferral / active EE | $5,225 | $5,118+2.1% | $4,709+10.9% | $6,730-22.4% |
| Admin fee / account holder | $61 | $7,736-99.2% | $7,244-99.2% | $14,365-99.6% |