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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 | $771 | $100,125-99.2% | $81,482-99.1% | $145,978-99.5% |
| Participation rate | 46.7% | 74.2%-27.5pp | 69.5%-22.8pp | 80.3%-33.6pp |
| Annual return | 5.02% | 34.44%-29.4pp | 24.79%-19.8pp | 550.52%-545.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,609-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2 | $8,198-100.0% | $5,761-100.0% | $13,400-100.0% |