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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 | $684 | $125,778-99.5% | $114,563-99.4% | $154,746-99.6% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.9%-72.9pp | 80.7%-80.7pp |
| Annual return | 20.81% | 295.14%-274.3pp | 241.09%-220.3pp | 172.34%-151.5pp |
| Employer contribution / active EE | $2,254 | $2,806-19.7% | $2,592-13.0% | $4,379-48.5% |
| Participant deferral / active EE | $3,621 | $4,445-18.5% | $4,142-12.6% | $6,730-46.2% |
| Admin fee / account holder | $54 | $8,190-99.3% | $7,623-99.3% | $14,365-99.6% |