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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $986 | $59,584-98.3% | $86,625-98.9% | $79,389-98.8% |
| Participation rate | 68.2% | 67.7%+0.5pp | 71.6%-3.5pp | 70.7%-2.5pp |
| Annual return | 11.86% | 23.15%-11.3pp | 63.52%-51.7pp | 116.89%-105.0pp |
| Employer contribution / active EE | $0 | $1,768-100.0% | $2,496-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,700-100.0% | $4,046-100.0% |
| Admin fee / account holder | $3 | $604-99.4% | $5,830-99.9% | $626-99.5% |