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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $1,239 | $90,397-98.6% | $76,002-98.4% | $145,959-99.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | -2.32% | 621.97%-624.3pp | 360.07%-362.4pp | 561.95%-564.3pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,163-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $107 | $8,369-98.7% | $6,414-98.3% | $13,398-99.2% |