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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $94,436-100.0% | $115,599-100.0% | $82,637-100.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 74.3%-74.3pp | 68.1%-68.1pp |
| Annual return | -57.59% | 18.37%-76.0pp | 111.10%-168.7pp | 53.51%-111.1pp |
| Employer contribution / active EE | $2,472 | $2,324+6.4% | $2,955-16.4% | $2,552-3.2% |
| Participant deferral / active EE | $4,396 | $3,955+11.1% | $4,889-10.1% | $4,126+6.5% |
| Admin fee / account holder | $0 | $10,328-100.0% | $12,841-100.0% | $7,339-100.0% |