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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 | $91,086-100.0% | $203,872-100.0% | $86,983-100.0% |
| Participation rate | 0.0% | 65.8%-65.8pp | 77.8%-77.8pp | 69.5%-69.5pp |
| Annual return | 7.41% | 22.30%-14.9pp | 85.11%-77.7pp | 25.83%-18.4pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $4,019-100.0% | $6,388-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $8,987-100.0% | $11,730-100.0% | $7,856-100.0% |