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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 | $5,585 | $160,070-96.5% | $147,117-96.2% | $145,897-96.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 24.39% | 98.69%-74.3pp | 420.54%-396.2pp | 552.29%-527.9pp |
| Employer contribution / active EE | $3,617 | $5,285-31.6% | $4,932-26.7% | $4,663-22.4% |
| Participant deferral / active EE | $4,265 | $8,419-49.3% | $8,065-47.1% | $6,689-36.2% |
| Admin fee / account holder | $44 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |