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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,539 | $225,449-94.0% | $219,466-93.8% | $237,064-94.3% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | 2.20% | 4.17%-2.0pp | 5.00%-2.8pp | 4.16%-2.0pp |
| Employer contribution / active EE | $150,000 | $39,228+282.4% | $35,918+317.6% | $42,918+249.5% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $49 | $13,772-99.6% | $13,204-99.6% | $21,465-99.8% |