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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 | $326 | $44,746-99.3% | $88,179-99.6% | $64,097-99.5% |
| Participation rate | 20.6% | 39.8%-19.2pp | 69.1%-48.5pp | 55.2%-34.6pp |
| Annual return | 14.79% | 24.70%-9.9pp | 64.97%-50.2pp | 34.64%-19.9pp |
| Employer contribution / active EE | $0 | $1,078-100.0% | $2,549-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $0 | $2,072-100.0% | $4,614-100.0% | $3,080-100.0% |
| Admin fee / account holder | $155 | $3,437-95.5% | $7,673-98.0% | $3,454-95.5% |