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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 | $93,365 | $176,688-47.2% | $130,660-28.5% | $152,909-38.9% |
| Participation rate | 60.0% | 79.0%-19.0pp | 71.7%-11.7pp | 82.5%-22.5pp |
| Annual return | 1.99% | 2693.08%-2691.1pp | 1709.29%-1707.3pp | 345.46%-343.5pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,874 | $4,362-57.0% | $3,603-48.0% | $5,851-68.0% |
| Admin fee / account holder | $34 | $7,131-99.5% | $5,463-99.4% | $11,601-99.7% |