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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 | $27,007 | $71,230-62.1% | $93,727-71.2% | $80,959-66.6% |
| Participation rate | 61.7% | 60.4%+1.3pp | 68.7%-7.0pp | 67.7%-6.0pp |
| Annual return | 8.66% | 11.26%-2.6pp | 133.83%-125.2pp | 35.67%-27.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $266 | $6,961-96.2% | $8,292-96.8% | $6,925-96.2% |