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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $1,880 | $88,702-97.9% | $81,780-97.7% | $145,978-98.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 107.08% | 1029.12%-922.0pp | 776.27%-669.2pp | 550.52%-443.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,054 | $4,645+181.0% | $4,321+202.1% | $6,690+95.1% |
| Admin fee / account holder | $10 | $8,414-99.9% | $7,384-99.9% | $13,400-99.9% |