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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 | $615 | $29,736-97.9% | $56,033-98.9% | $80,935-99.2% |
| Participation rate | 59.0% | 41.7%+17.3pp | 52.5%+6.5pp | 67.7%-8.7pp |
| Annual return | 9.27% | 35.28%-26.0pp | 1711.38%-1702.1pp | 35.66%-26.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $114 | $2,434-95.3% | $2,827-96.0% | $6,924-98.4% |