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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 | $12,987 | $175,259-92.6% | $149,723-91.3% | $139,487-90.7% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 32.72% | 166.82%-134.1pp | 134.50%-101.8pp | 373.84%-341.1pp |
| Employer contribution / active EE | $8,535 | $5,478+55.8% | $4,821+77.0% | $4,755+79.5% |
| Participant deferral / active EE | $24,398 | $6,522+274.1% | $5,682+329.4% | $6,713+263.5% |
| Admin fee / account holder | $68 | $16,158-99.6% | $13,215-99.5% | $11,407-99.4% |