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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 | $96 | $81,763-99.9% | $58,561-99.8% | $139,466-99.9% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.8pp |
| Annual return | -13.19% | 7427.77%-7441.0pp | 4251.33%-4264.5pp | 373.66%-386.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $40 | $3,273-98.8% | $2,520-98.4% | $11,409-99.7% |