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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 | $411 | $29,319-98.6% | $52,425-99.2% | $82,448-99.5% |
| Participation rate | 59.6% | 46.9%+12.8pp | 55.6%+4.0pp | 68.1%-8.5pp |
| Annual return | 14.87% | 535.20%-520.3pp | 302.12%-287.3pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $181 | $1,962-90.8% | $2,495-92.7% | $7,234-97.5% |