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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 | $6,142 | $65,704-90.7% | $94,229-93.5% | $59,633-89.7% |
| Participation rate | 94.1% | 72.1%+22.0pp | 78.8%+15.3pp | 68.7%+25.4pp |
| Annual return | 0.80% | 5.22%-4.4pp | 10.68%-9.9pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $214 | $4,265-95.0% | $6,269-96.6% | $4,297-95.0% |