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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 | $15,816 | $57,330-72.4% | $86,656-81.7% | $75,177-79.0% |
| Participation rate | 2.6% | 63.2%-60.6pp | 71.7%-69.1pp | 67.2%-64.6pp |
| Annual return | 3.46% | 2675.40%-2671.9pp | 593.09%-589.6pp | 160.75%-157.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $124 | $4,115-97.0% | $5,619-97.8% | $5,651-97.8% |