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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 | $160,040-98.4% | $147,096-98.3% | $145,877-98.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $5,525 | $5,289+4.5% | $4,936+11.9% | $4,663+18.5% |
| Participant deferral / active EE | $9,057 | $8,429+7.4% | $8,071+12.2% | $6,691+35.4% |
| Admin fee / account holder | $293 | $15,050-98.1% | $13,005-97.7% | $13,402-97.8% |