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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 | $350 | $104,650-99.7% | $83,854-99.6% | $155,188-99.8% |
| Participation rate | 83.3% | 65.1%+18.3pp | 59.1%+24.2pp | 80.8%+2.5pp |
| Annual return | 13.68% | 28.97%-15.3pp | 31.39%-17.7pp | 148.84%-135.2pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,802 | $2,367-23.9% | $2,035-11.4% | $6,531-72.4% |
| Admin fee / account holder | $102 | $3,518-97.1% | $3,197-96.8% | $14,480-99.3% |