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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 | $12,181 | $160,028-92.4% | $147,080-91.7% | $145,884-91.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.23% | 98.60%-83.4pp | 420.17%-404.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,285 | $5,286-75.7% | $4,933-74.0% | $4,662-72.4% |
| Participant deferral / active EE | $7,790 | $8,422-7.5% | $8,066-3.4% | $6,690+16.4% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |