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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 | $37,817 | $167,522-77.4% | $151,639-75.1% | $134,532-71.9% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -22.19% | 7.81%-30.0pp | 3.34%-25.5pp | 418.27%-440.5pp |
| Employer contribution / active EE | $28,913 | $6,828+323.4% | $6,165+369.0% | $4,741+509.8% |
| Participant deferral / active EE | $66,688 | $8,986+642.1% | $8,363+697.4% | $6,401+941.9% |
| Admin fee / account holder | $252 | $13,780-98.2% | $11,613-97.8% | $11,429-97.8% |