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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 | $4,731 | $45,872-89.7% | $77,100-93.9% | $68,490-93.1% |
| Participation rate | 40.6% | 55.9%-15.3pp | 67.9%-27.3pp | 67.9%-27.3pp |
| Annual return | -17.55% | 1.73%-19.3pp | 42.35%-59.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $157 | $3,041-94.8% | $5,443-97.1% | $5,403-97.1% |