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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $1,117 | $110,248-99.0% | $95,728-98.8% | $139,456-99.2% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 18.31% | 27.16%-8.9pp | 28.40%-10.1pp | 373.45%-355.1pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,932 | $4,675+48.3% | $4,245+63.3% | $6,711+3.3% |
| Admin fee / account holder | $246 | $6,607-96.3% | $5,673-95.7% | $11,407-97.8% |