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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,474 | $92,219-96.2% | $76,768-95.5% | $135,379-97.4% |
| Participation rate | 45.0% | 79.8%-34.8pp | 77.0%-32.0pp | 82.6%-37.6pp |
| Annual return | -4.82% | 5.46%-10.3pp | 2.43%-7.2pp | 519.79%-524.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $233 | $10,749-97.8% | $6,675-96.5% | $10,828-97.9% |