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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 | $48,990 | $67,823-27.8% | $52,425-6.6% | $137,256-64.3% |
| Participation rate | 47.1% | 63.9%-16.8pp | 55.6%-8.6pp | 80.0%-32.9pp |
| Annual return | 1.39% | 219.11%-217.7pp | 302.12%-300.7pp | 220.34%-219.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $182 | $2,844-93.6% | $2,495-92.7% | $12,270-98.5% |