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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 | $1,872 | $88,603-97.9% | $69,890-97.3% | $134,545-98.6% |
| Participation rate | 0.0% | 74.9%-74.9pp | 70.5%-70.5pp | 81.2%-81.2pp |
| Annual return | -23.48% | 442.93%-466.4pp | 190.84%-214.3pp | 418.37%-441.8pp |
| Employer contribution / active EE | $12,844 | $3,236+296.9% | $2,560+401.7% | $4,742+170.9% |
| Participant deferral / active EE | $12,844 | $4,771+169.2% | $3,848+233.7% | $6,401+100.6% |
| Admin fee / account holder | $22 | $10,443-99.8% | $6,267-99.7% | $11,431-99.8% |