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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 | $864 | $57,590-98.5% | $86,233-99.0% | $82,448-99.0% |
| Participation rate | 6.3% | 57.9%-51.6pp | 69.0%-62.8pp | 68.1%-61.8pp |
| Annual return | 5.67% | 22.41%-16.7pp | 61.39%-55.7pp | 41.64%-36.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $147 | $4,730-96.9% | $8,342-98.2% | $7,234-98.0% |