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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 | $8,217 | $41,377-80.1% | $109,313-92.5% | $62,881-86.9% |
| Participation rate | 45.2% | 57.5%-12.3pp | 71.3%-26.0pp | 69.3%-24.1pp |
| Annual return | -13.04% | 11.05%-24.1pp | 22.07%-35.1pp | 20.14%-33.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $277 | $2,884-90.4% | $5,666-95.1% | $4,296-93.5% |