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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 | $101,950-100.0% | $125,529-100.0% | $86,983-100.0% |
| Participation rate | 0.0% | 70.2%-70.2pp | 74.7%-74.7pp | 69.5%-69.5pp |
| Annual return | -57.59% | 18.29%-75.9pp | 202.56%-260.2pp | 25.83%-83.4pp |
| Employer contribution / active EE | $2,472 | $2,358+4.8% | $3,058-19.2% | $2,584-4.4% |
| Participant deferral / active EE | $4,396 | $3,862+13.8% | $4,813-8.7% | $4,194+4.8% |
| Admin fee / account holder | $0 | $12,791-100.0% | $16,298-100.0% | $7,856-100.0% |