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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 | $2,546 | $159,934-98.4% | $147,005-98.3% | $145,959-98.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 98.24%-98.2pp | 418.76%-418.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $5,525 | $5,287+4.5% | $4,934+12.0% | $4,661+18.5% |
| Participant deferral / active EE | $9,057 | $8,427+7.5% | $8,070+12.2% | $6,689+35.4% |
| Admin fee / account holder | $293 | $15,053-98.1% | $13,006-97.7% | $13,398-97.8% |