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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 | $28,624-98.6% | $53,647-99.2% | $82,637-99.5% |
| Participation rate | 59.6% | 47.3%+12.3pp | 56.3%+3.3pp | 68.1%-8.4pp |
| Annual return | 14.87% | 664.98%-650.1pp | 358.33%-343.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $181 | $2,022-91.0% | $2,460-92.6% | $7,339-97.5% |