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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $249 | $63,354-99.6% | $94,105-99.7% | $82,637-99.7% |
| Participation rate | 34.9% | 63.8%-28.9pp | 71.9%-37.1pp | 68.1%-33.2pp |
| Annual return | 9.61% | 34.36%-24.8pp | 204.55%-194.9pp | 53.51%-43.9pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $45 | $5,073-99.1% | $6,199-99.3% | $7,339-99.4% |