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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 | $101,618-99.3% | $93,063-99.3% | $137,256-99.5% |
| Participation rate | 0.0% | 74.9%-74.9pp | 72.1%-72.1pp | 80.0%-80.0pp |
| Annual return | 20.81% | 223.95%-203.1pp | 34.15%-13.3pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,254 | $2,707-16.7% | $2,476-9.0% | $4,156-45.8% |
| Participant deferral / active EE | $3,621 | $4,279-15.4% | $3,958-8.5% | $6,407-43.5% |
| Admin fee / account holder | $54 | $6,198-99.1% | $6,033-99.1% | $12,270-99.6% |