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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 | $16,241 | $58,311-72.1% | $81,882-80.2% | $80,959-79.9% |
| Participation rate | 3.7% | 63.5%-59.8pp | 72.4%-68.7pp | 67.7%-64.0pp |
| Annual return | 3.50% | 41.85%-38.4pp | 779.47%-776.0pp | 35.67%-32.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $128 | $4,752-97.3% | $7,360-98.3% | $6,925-98.2% |