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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 | $297 | $102,595-99.7% | $94,057-99.7% | $154,746-99.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 0.00% | 583.42%-583.4pp | 480.62%-480.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,523 | $5,118-50.7% | $4,709-46.4% | $6,730-62.5% |
| Admin fee / account holder | $15 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |