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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 | $257 | $184,014-99.9% | $161,149-99.8% | $138,895-99.8% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.8%-45.5pp | 79.9%-46.6pp |
| Annual return | 6.32% | 21.52%-15.2pp | 21.16%-14.8pp | 145.39%-139.1pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $46 | $18,027-99.7% | $15,194-99.7% | $12,562-99.6% |