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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 | $2,068 | $56,894-96.4% | $84,753-97.6% | $62,881-96.7% |
| Participation rate | 39.5% | 68.5%-29.0pp | 76.6%-37.1pp | 69.3%-29.8pp |
| Annual return | -0.58% | 6.30%-6.9pp | 22.78%-23.4pp | 20.14%-20.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $227 | $3,581-93.6% | $5,333-95.7% | $4,296-94.7% |