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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 | $15,370 | $151,490-89.9% | $81,370-81.1% | - |
| Participation rate | 21.2% | 67.5%-46.3pp | 69.5%-48.3pp | - |
| Annual return | 11.30% | 14.17%-2.9pp | 24.85%-13.5pp | - |
| Employer contribution / active EE | $0 | $2,542-100.0% | $2,464-100.0% | - |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,885-100.0% | - |
| Admin fee / account holder | $42 | $25,345-99.8% | $5,749-99.3% | - |