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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 | $52,998 | $69,252-23.5% | $64,099-17.3% | $139,456-62.0% |
| Participation rate | 31.6% | 75.6%-44.0pp | 72.3%-40.7pp | 80.3%-48.7pp |
| Annual return | -57.97% | 45.89%-103.9pp | 33.70%-91.7pp | 373.45%-431.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $3,881-100.0% | $6,711-100.0% |
| Admin fee / account holder | $14 | $4,248-99.7% | $3,070-99.5% | $11,407-99.9% |