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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 | $5,941 | $52,306-88.6% | $69,779-91.5% | $62,881-90.6% |
| Participation rate | 94.9% | 67.2%+27.6pp | 71.8%+23.0pp | 69.3%+25.6pp |
| Annual return | 11.69% | 13.35%-1.7pp | 12.99%-1.3pp | 20.14%-8.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $105 | $3,691-97.1% | $4,381-97.6% | $4,296-97.5% |