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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 | $648 | $25,014-97.4% | $69,623-99.1% | $80,935-99.2% |
| Participation rate | 11.6% | 64.2%-52.6pp | 66.4%-54.8pp | 67.7%-56.0pp |
| Annual return | 436.46% | 19.08%+417.4pp | 101.23%+335.2pp | 35.66%+400.8pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $1,840-100.0% | $2,890-100.0% | $4,299-100.0% |
| Admin fee / account holder | $109 | $2,491-95.6% | $4,696-97.7% | $6,924-98.4% |