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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $7,647 | $67,396-88.7% | $60,919-87.4% | $134,545-94.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.1%-13.1pp | 81.2%-21.2pp |
| Annual return | -6.24% | 50.12%-56.4pp | 16.96%-23.2pp | 418.37%-424.6pp |
| Employer contribution / active EE | $8,704 | $3,101+180.7% | $2,704+221.9% | $4,742+83.6% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $140 | $4,590-96.9% | $3,228-95.7% | $11,431-98.8% |