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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 | $0 | $90,400-100.0% | $186,193-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 77.1%-77.1pp | 68.9%-68.9pp |
| Annual return | 7.41% | 22.15%-14.7pp | 78.03%-70.6pp | 26.06%-18.6pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,330-100.0% | $6,513-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $8,673-100.0% | $11,058-100.0% | $7,775-100.0% |