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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $96,731-100.0% | $123,973-100.0% | $86,983-100.0% |
| Participation rate | 0.0% | 70.0%-70.0pp | 76.7%-76.7pp | 69.5%-69.5pp |
| Annual return | -35.88% | 17.33%-53.2pp | 388.13%-424.0pp | 25.83%-61.7pp |
| Employer contribution / active EE | $4,917 | $3,297+49.1% | $4,126+19.2% | $2,584+90.2% |
| Participant deferral / active EE | $7,973 | $4,152+92.0% | $5,247+52.0% | $4,194+90.1% |
| Admin fee / account holder | $0 | $8,722-100.0% | $11,799-100.0% | $7,856-100.0% |