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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $3,022 | $162,136-98.1% | $152,301-98.0% | $154,746-98.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 19.78% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,066 | $4,890-78.2% | $4,624-76.9% | $4,379-75.7% |
| Participant deferral / active EE | $1,066 | $8,341-87.2% | $8,004-86.7% | $6,730-84.2% |
| Admin fee / account holder | $37 | $15,759-99.8% | $14,398-99.7% | $14,365-99.7% |