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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 | $94,031-100.0% | $115,768-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 74.4%-74.4pp | 68.1%-68.1pp |
| Annual return | -57.59% | 20.61%-78.2pp | 100.46%-158.1pp | 41.64%-99.2pp |
| Employer contribution / active EE | $2,472 | $2,323+6.4% | $2,940-15.9% | $2,551-3.1% |
| Participant deferral / active EE | $4,396 | $3,972+10.7% | $4,917-10.6% | $4,139+6.2% |
| Admin fee / account holder | $0 | $10,249-100.0% | $12,439-100.0% | $7,234-100.0% |