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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 | $1,329 | $53,546-97.5% | $69,890-98.1% | $68,490-98.1% |
| Participation rate | 5.4% | 64.5%-59.2pp | 70.5%-65.1pp | 67.9%-62.5pp |
| Annual return | -9.79% | -13.87%+4.1pp | 190.84%-200.6pp | -7.85%-1.9pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $17 | $4,693-99.6% | $6,267-99.7% | $5,403-99.7% |