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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 | $3,273 | $102,635-96.8% | $86,209-96.2% | $139,456-97.7% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | 11.40% | 1923.53%-1912.1pp | 1169.05%-1157.7pp | 373.45%-362.0pp |
| Employer contribution / active EE | $5,898 | $3,034+94.4% | $2,381+147.7% | $4,753+24.1% |
| Participant deferral / active EE | $6,204 | $4,677+32.6% | $3,986+55.6% | $6,711-7.6% |
| Admin fee / account holder | $233 | $8,661-97.3% | $6,853-96.6% | $11,407-98.0% |