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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 | $57,575-100.0% | $124,067-100.0% | $86,983-100.0% |
| Participation rate | 0.0% | 62.3%-62.3pp | 66.9%-66.9pp | 69.5%-69.5pp |
| Annual return | -23.67% | 19.65%-43.3pp | 31.06%-54.7pp | 25.83%-49.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,166-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $3,463-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $8,506-100.0% | $7,351-100.0% | $7,856-100.0% |