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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 | $7,272 | $25,723-71.7% | $69,182-89.5% | $55,167-86.8% |
| Participation rate | 77.0% | 39.4%+37.6pp | 55.1%+21.9pp | 69.0%+8.0pp |
| Annual return | 6.23% | 9.56%-3.3pp | -21.93%+28.2pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $963-100.0% | $1,897-100.0% | $3,054-100.0% |
| Admin fee / account holder | $274 | $365-24.8% | $2,697-89.8% | $504-45.6% |