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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 | $1,030 | $43,730-97.6% | $66,674-98.5% | $64,097-98.4% |
| Participation rate | 56.4% | 50.7%+5.6pp | 73.7%-17.3pp | 55.2%+1.2pp |
| Annual return | 11.59% | 53.62%-42.0pp | 321.24%-309.6pp | 34.64%-23.0pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $0 | $2,122-100.0% | $4,084-100.0% | $3,080-100.0% |
| Admin fee / account holder | $182 | $2,708-93.3% | $5,098-96.4% | $3,454-94.7% |