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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 | $379 | $54,690-99.3% | $76,030-99.5% | $74,478-99.5% |
| Participation rate | 15.3% | 60.3%-45.0pp | 69.1%-53.7pp | 67.2%-51.9pp |
| Annual return | 7.85% | 31.92%-24.1pp | 361.54%-353.7pp | 1370.56%-1362.7pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $3,070-100.0% | $4,257-100.0% | $4,350-100.0% |
| Admin fee / account holder | $65 | $2,240-97.1% | $6,421-99.0% | $1,946-96.7% |