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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,020 | $148,623-99.3% | $135,974-99.2% | $139,466-99.3% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 40.55% | 79.30%-38.7pp | 68.30%-27.8pp | 373.66%-333.1pp |
| Employer contribution / active EE | $2,265 | $5,246-56.8% | $4,859-53.4% | $4,754-52.4% |
| Participant deferral / active EE | $2,265 | $8,103-72.0% | $7,760-70.8% | $6,712-66.3% |
| Admin fee / account holder | $3 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |