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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 | $375 | $106,749-99.6% | $145,433-99.7% | $82,448-99.5% |
| Participation rate | 6.4% | 75.6%-69.3pp | 82.1%-75.7pp | 68.1%-61.7pp |
| Annual return | 18.05% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $71 | $8,390-99.2% | $13,129-99.5% | $7,234-99.0% |