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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 | $679 | $42,683-98.4% | $112,860-99.4% | $64,340-98.9% |
| Participation rate | 1.8% | 58.7%-56.9pp | 66.3%-64.5pp | 55.2%-53.5pp |
| Annual return | 16.19% | 60.53%-44.3pp | 35.26%-19.1pp | 24.14%-8.0pp |
| Employer contribution / active EE | $0 | $1,274-100.0% | $2,206-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,493-100.0% | $2,980-100.0% |
| Admin fee / account holder | $195 | $3,670-94.7% | $6,841-97.1% | $3,703-94.7% |