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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 | $79,081 | $68,097+16.1% | $62,929+25.7% | $137,256-42.4% |
| Participation rate | 38.9% | 77.4%-38.6pp | 73.1%-34.2pp | 80.0%-41.1pp |
| Annual return | 0.50% | 1859.11%-1858.6pp | 1063.93%-1063.4pp | 220.34%-219.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $262 | $6,521-96.0% | $5,065-94.8% | $12,270-97.9% |