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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 | $287 | $53,063-99.5% | $124,206-99.8% | $82,637-99.7% |
| Participation rate | 26.7% | 58.4%-31.7pp | 69.6%-42.9pp | 68.1%-41.4pp |
| Annual return | 12.32% | 68.87%-56.6pp | 515.27%-503.0pp | 53.51%-41.2pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $170 | $4,281-96.0% | $5,929-97.1% | $7,339-97.7% |