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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.
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 | $0 | $42,909-100.0% | $152,093-100.0% | $71,012-100.0% |
| Participation rate | 0.0% | 54.7%-54.7pp | 77.8%-77.8pp | 58.6%-58.6pp |
| Annual return | 10.86% | 30.57%-19.7pp | 66.36%-55.5pp | 37.67%-26.8pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $0 | $1,904-100.0% | $5,451-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $1,014-100.0% | $14,497-100.0% | $1,167-100.0% |