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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 | $94,439-99.6% | $73,658-99.5% | $154,746-99.8% |
| Participation rate | 83.3% | 64.7%+18.7pp | 57.0%+26.3pp | 80.7%+2.6pp |
| Annual return | 13.68% | 28.25%-14.6pp | 29.72%-16.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,802 | $2,527-28.7% | $2,062-12.6% | $6,730-73.2% |
| Admin fee / account holder | $102 | $3,843-97.3% | $3,357-96.9% | $14,365-99.3% |