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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 | $463 | $55,930-99.2% | $76,089-99.4% | $80,925-99.4% |
| Participation rate | 17.1% | 62.1%-45.0pp | 69.1%-52.0pp | 67.7%-50.6pp |
| Annual return | 4.86% | 20.58%-15.7pp | 360.94%-356.1pp | 35.65%-30.8pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7 | $5,241-99.9% | $6,418-99.9% | $6,940-99.9% |