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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,702 | $135,954-75.9% | $123,893-73.6% | $273,968-88.1% |
| Participation rate | 16.7% | 84.1%-67.4pp | 81.4%-64.7pp | 83.0%-66.3pp |
| Annual return | 10.37% | 56.63%-46.3pp | 47.52%-37.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,230 | $6,343-64.8% | $5,984-62.7% | $5,287-57.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |