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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 | $30,743 | $101,795-69.8% | $165,100-81.4% | $80,959-62.0% |
| Participation rate | 55.6% | 71.8%-16.3pp | 78.6%-23.1pp | 67.7%-12.1pp |
| Annual return | 0.00% | 16.73%-16.7pp | 70.21%-70.2pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $101 | $8,221-98.8% | $12,696-99.2% | $6,925-98.5% |