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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,454 | $110,410-98.7% | $102,437-98.6% | $145,897-99.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 0.00% | 24.85%-24.9pp | 24.95%-24.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $4,662 | $4,217+10.5% | $3,871+20.4% | $4,6630% |
| Participant deferral / active EE | $4,662 | $5,622-17.1% | $5,060-7.9% | $6,689-30.3% |
| Admin fee / account holder | $178 | $9,745-98.2% | $8,388-97.9% | $13,390-98.7% |