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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 | $35,142 | $84,713-58.5% | $75,717-53.6% | $167,518-79.0% |
| Participation rate | 47.4% | 77.8%-30.5pp | 74.8%-27.5pp | 82.1%-34.7pp |
| Annual return | 5.28% | 199.49%-194.2pp | 104.58%-99.3pp | 478.71%-473.4pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,578-100.0% | $3,821-100.0% | $6,342-100.0% |
| Admin fee / account holder | $15 | $5,357-99.7% | $3,619-99.6% | $12,312-99.9% |