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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 | $971 | $114,119-99.1% | $107,187-99.1% | $138,895-99.3% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.0%-31.3pp | 79.9%-36.2pp |
| Annual return | 12.85% | 273.21%-260.4pp | 204.55%-191.7pp | 145.39%-132.5pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $228 | $10,024-97.7% | $9,162-97.5% | $12,562-98.2% |