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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 | $164 | $70,121-99.8% | $63,803-99.7% | $138,895-99.9% |
| Participation rate | 20.0% | 77.2%-57.2pp | 72.7%-52.7pp | 79.9%-59.9pp |
| Annual return | -4.84% | 946.48%-951.3pp | 543.72%-548.6pp | 145.39%-150.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $294 | $6,738-95.6% | $5,196-94.3% | $12,562-97.7% |