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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 | $30,452 | $78,707-61.3% | $117,861-74.2% | $70,126-56.6% |
| Participation rate | 45.5% | 73.2%-27.7pp | 79.7%-34.2pp | 69.5%-24.1pp |
| Annual return | -0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $66 | $5,066-98.7% | $8,021-99.2% | $4,645-98.6% |