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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 | $160,040-96.5% | $147,096-96.2% | $145,877-96.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 24.39% | 98.49%-74.1pp | 419.75%-395.4pp | 551.28%-526.9pp |
| Employer contribution / active EE | $3,617 | $5,289-31.6% | $4,936-26.7% | $4,663-22.4% |
| Participant deferral / active EE | $4,265 | $8,429-49.4% | $8,071-47.2% | $6,691-36.3% |
| Admin fee / account holder | $44 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |