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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 | $2,673 | $72,273-96.3% | $101,275-97.4% | $79,856-96.7% |
| Participation rate | 37.5% | 68.5%-31.0pp | 75.8%-38.3pp | 69.6%-32.1pp |
| Annual return | 10.99% | 22.30%-11.3pp | 46.48%-35.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $290 | $4,401-93.4% | $5,948-95.1% | $5,306-94.5% |