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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $505 | $106,864-99.5% | $147,318-99.7% | $82,637-99.4% |
| Participation rate | 58.3% | 75.5%-17.2pp | 82.1%-23.7pp | 68.1%-9.7pp |
| Annual return | -12.65% | 27.49%-40.1pp | 70.43%-83.1pp | 53.51%-66.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $242 | $8,415-97.1% | $13,708-98.2% | $7,339-96.7% |