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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 | $10,546 | $39,162-73.1% | $100,671-89.5% | $59,633-82.3% |
| Participation rate | 95.5% | 55.9%+39.6pp | 70.7%+24.7pp | 68.7%+26.8pp |
| Annual return | 0.07% | 21.07%-21.0pp | 20.43%-20.4pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $59 | $2,969-98.0% | $4,850-98.8% | $4,297-98.6% |