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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 | $244,955 | $167,504+46.2% | $151,628+61.5% | $134,509+82.1% |
| Participation rate | 36.4% | 88.4%-52.0pp | 87.5%-51.1pp | 81.2%-44.9pp |
| Annual return | -33.86% | 7.81%-41.7pp | 3.34%-37.2pp | 418.13%-452.0pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $96 | $13,779-99.3% | $11,613-99.2% | $11,427-99.2% |