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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 | $16,790-96.0% | $64,489-98.9% | $67,986-99.0% |
| Participation rate | 1.8% | 62.4%-60.6pp | 67.7%-65.9pp | 57.2%-55.4pp |
| Annual return | 16.19% | 30.55%-14.4pp | 55.03%-38.8pp | 31.67%-15.5pp |
| Employer contribution / active EE | $0 | $648-100.0% | $1,523-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $1,510-100.0% | $2,778-100.0% | $3,358-100.0% |
| Admin fee / account holder | $195 | $1,690-88.4% | $4,260-95.4% | $3,203-93.9% |