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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 | $367 | $34,932-98.9% | $56,441-99.3% | $74,546-99.5% |
| Participation rate | 57.0% | 32.9%+24.1pp | 52.5%+4.5pp | 67.2%-10.3pp |
| Annual return | 10.13% | 24.90%-14.8pp | 1704.21%-1694.1pp | 1366.03%-1355.9pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $1,173-100.0% | $1,953-100.0% | $4,347-100.0% |
| Admin fee / account holder | $55 | $2,359-97.7% | $2,829-98.1% | $1,944-97.2% |