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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,117 | $81,276-81.4% | $155,574-90.3% | $80,925-81.3% |
| Participation rate | 27.4% | 66.2%-38.8pp | 78.2%-50.8pp | 67.7%-40.2pp |
| Annual return | 18.17% | 33.36%-15.2pp | 64.87%-46.7pp | 35.65%-17.5pp |
| Employer contribution / active EE | $278 | $3,103-91.0% | $4,676-94.0% | $2,756-89.9% |
| Participant deferral / active EE | $1,573 | $3,453-54.4% | $5,629-72.1% | $4,299-63.4% |
| Admin fee / account holder | $177 | $7,993-97.8% | $15,914-98.9% | $6,940-97.5% |