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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 | $6,928 | $48,118-85.6% | $136,833-94.9% | $94,015-92.6% |
| Participation rate | 69.1% | 47.4%+21.7pp | 59.0%+10.1pp | 70.8%-1.7pp |
| Annual return | 12.53% | 14.65%-2.1pp | 35.32%-22.8pp | 17.84%-5.3pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $1,651-100.0% | $2,441-100.0% | $4,249-100.0% |
| Admin fee / account holder | $199 | $3,059-93.5% | $4,706-95.8% | $8,951-97.8% |