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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 | $789 | $85,024-99.1% | $70,544-98.9% | $139,466-99.4% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.4%-18.4pp | 80.3%-30.3pp |
| Annual return | -0.25% | 30.39%-30.6pp | 32.79%-33.0pp | 373.66%-373.9pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,712-100.0% |
| Admin fee / account holder | $147 | $8,928-98.4% | $6,427-97.7% | $11,409-98.7% |