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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 | $286 | $94,439-99.7% | $73,658-99.6% | $154,746-99.8% |
| Participation rate | 20.0% | 64.7%-44.7pp | 57.0%-37.0pp | 80.7%-60.7pp |
| Annual return | 26.84% | 28.25%-1.4pp | 29.72%-2.9pp | 172.34%-145.5pp |
| Employer contribution / active EE | $304 | $1,257-75.8% | $1,032-70.5% | $4,379-93.1% |
| Participant deferral / active EE | $80 | $2,527-96.8% | $2,062-96.1% | $6,730-98.8% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |