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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 | $452 | $55,932-99.2% | $76,735-99.4% | $67,986-99.3% |
| Participation rate | 14.7% | 50.8%-36.1pp | 69.5%-54.8pp | 57.2%-42.5pp |
| Annual return | 19.89% | 23.10%-3.2pp | 29.77%-9.9pp | 31.67%-11.8pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,558-100.0% | $4,088-100.0% | $3,358-100.0% |
| Admin fee / account holder | $26 | $4,907-99.5% | $7,189-99.6% | $3,203-99.2% |