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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 | $28,451 | $37,446-24.0% | $77,552-63.3% | $79,856-64.4% |
| Participation rate | 65.4% | 41.5%+23.9pp | 54.2%+11.2pp | 69.6%-4.3pp |
| Annual return | -39.79% | 39.76%-79.6pp | 54.82%-94.6pp | 31.71%-71.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,741-100.0% |
| Admin fee / account holder | $29 | $2,506-98.8% | $2,859-99.0% | $5,306-99.5% |