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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 | $32,349 | $91,537-64.7% | $130,045-75.1% | $75,173-57.0% |
| Participation rate | 37.5% | 71.5%-34.0pp | 78.5%-41.0pp | 67.2%-29.7pp |
| Annual return | 0.00% | -631.55%+631.5pp | -137.30%+137.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $61 | $6,780-99.1% | $10,600-99.4% | $5,651-98.9% |