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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,589 | $196,972-98.2% | $182,262-98.0% | $198,609-98.2% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 21.09% | 158.27%-137.2pp | 140.60%-119.5pp | 202.70%-181.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,753 | $8,643-45.0% | $8,276-42.6% | $6,977-31.9% |
| Admin fee / account holder | $31 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |