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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 | $138,166 | $247,120-44.1% | $213,834-35.4% | $349,369-60.5% |
| Participation rate | 100.0% | 28.7%+71.3pp | 12.2%+87.8pp | 44.4%+55.6pp |
| Annual return | -15.50% | -11.83%-3.7pp | -5.12%-10.4pp | -14.65%-0.9pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |