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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 | $24,481 | $103,038-76.2% | $90,324-72.9% | $152,909-84.0% |
| Participation rate | 9.1% | 75.9%-66.8pp | 73.3%-64.2pp | 82.5%-73.4pp |
| Annual return | -0.20% | 95.25%-95.4pp | 78.15%-78.3pp | 345.46%-345.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $227 | $6,177-96.3% | $5,356-95.8% | $11,601-98.0% |