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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 | $126,113-99.5% | $116,096-99.4% | $155,188-99.6% |
| Participation rate | 0.0% | 75.1%-75.1pp | 73.3%-73.3pp | 80.8%-80.8pp |
| Annual return | 20.81% | 391.72%-370.9pp | 326.25%-305.4pp | 148.84%-128.0pp |
| Employer contribution / active EE | $2,254 | $2,672-15.6% | $2,503-10.0% | $4,248-46.9% |
| Participant deferral / active EE | $3,621 | $4,162-13.0% | $3,952-8.4% | $6,531-44.6% |
| Admin fee / account holder | $54 | $8,045-99.3% | $7,704-99.3% | $14,480-99.6% |