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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $806 | $143,969-99.4% | $199,883-99.6% | $82,637-99.0% |
| Participation rate | 61.4% | 84.1%-22.8pp | 86.8%-25.4pp | 68.1%-6.7pp |
| Annual return | 18.12% | 25.67%-7.6pp | 43.81%-25.7pp | 53.51%-35.4pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $135 | $14,597-99.1% | $17,268-99.2% | $7,339-98.2% |