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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 | $76,424 | $69,977+9.2% | $108,582-29.6% | $62,881+21.5% |
| Participation rate | 25.9% | 72.9%-47.0pp | 79.6%-53.6pp | 69.3%-43.4pp |
| Annual return | 3.12% | 10.73%-7.6pp | -51.70%+54.8pp | 20.14%-17.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $250 | $5,076-95.1% | $7,645-96.7% | $4,296-94.2% |