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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 | $53,971 | $76,608-29.5% | $56,077-3.8% | $145,877-63.0% |
| Participation rate | 41.7% | 63.2%-21.6pp | 52.5%-10.8pp | 80.3%-38.6pp |
| Annual return | -37.22% | 3009.59%-3046.8pp | 1709.28%-1746.5pp | 551.28%-588.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $229 | $3,325-93.1% | $2,825-91.9% | $13,402-98.3% |