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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 | $0 | $73,532-100.0% | $178,505-100.0% | $74,478-100.0% |
| Participation rate | 0.0% | 66.6%-66.6pp | 77.1%-77.1pp | 67.2%-67.2pp |
| Annual return | -23.79% | 17.49%-41.3pp | 27.16%-50.9pp | 1370.56%-1394.4pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $4,519-100.0% | $6,280-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,813-100.0% | $10,428-100.0% | $1,946-100.0% |