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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $1,480 | $148,582-99.0% | $135,942-98.9% | $139,456-98.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 22.86% | 79.26%-56.4pp | 68.28%-45.4pp | 373.45%-350.6pp |
| Employer contribution / active EE | $2,136 | $5,245-59.3% | $4,858-56.0% | $4,753-55.1% |
| Participant deferral / active EE | $2,185 | $8,101-73.0% | $7,759-71.8% | $6,711-67.5% |
| Admin fee / account holder | $44 | $12,402-99.6% | $10,764-99.6% | $11,407-99.6% |