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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 | $163 | $69,118-99.8% | $53,647-99.7% | $138,895-99.9% |
| Participation rate | 62.5% | 64.0%-1.5pp | 56.3%+6.2pp | 79.9%-17.4pp |
| Annual return | 13.48% | 248.26%-234.8pp | 358.33%-344.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $21 | $2,724-99.2% | $2,460-99.2% | $12,562-99.8% |