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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 | $11,814 | $96,643-87.8% | $86,617-86.4% | $139,456-91.5% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 5.47% | 106.57%-101.1pp | 591.91%-586.4pp | 373.45%-368.0pp |
| Employer contribution / active EE | $1,942 | $3,264-40.5% | $3,023-35.8% | $4,753-59.1% |
| Participant deferral / active EE | $2,016 | $4,835-58.3% | $4,437-54.6% | $6,711-70.0% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |