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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 | $0 | $23,330-100.0% | $64,489-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 68.3%-68.3pp | 67.7%-67.7pp | 68.1%-68.1pp |
| Annual return | -23.67% | 83.66%-107.3pp | 55.03%-78.7pp | 41.64%-65.3pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,707-100.0% | $2,778-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $2,946-100.0% | $4,260-100.0% | $7,234-100.0% |