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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 | $60 | $51,638-99.9% | $68,368-99.9% | $82,448-99.9% |
| Participation rate | 2.7% | 63.6%-60.9pp | 73.8%-71.0pp | 68.1%-65.4pp |
| Annual return | -16.60% | 37.53%-54.1pp | 292.57%-309.2pp | 41.64%-58.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $216 | $4,643-95.3% | $5,150-95.8% | $7,234-97.0% |