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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 | $774 | $58,627-98.7% | $76,735-99.0% | $82,448-99.1% |
| Participation rate | 56.9% | 63.2%-6.4pp | 69.5%-12.6pp | 68.1%-11.2pp |
| Annual return | -6.03% | 39.10%-45.1pp | 29.77%-35.8pp | 41.64%-47.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $203 | $5,323-96.2% | $7,189-97.2% | $7,234-97.2% |