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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,130 | $102,422-54.0% | $147,117-68.0% | $80,959-41.8% |
| Participation rate | 37.1% | 75.9%-38.7pp | 82.2%-45.0pp | 67.7%-30.5pp |
| Annual return | 14.15% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $800 | $3,717-78.5% | $4,932-83.8% | $2,757-71.0% |
| Participant deferral / active EE | $19,540 | $6,652+193.7% | $8,065+142.3% | $4,300+354.4% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |