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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 | $94,110 | $135,956-30.8% | $123,894-24.0% | $273,972-65.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -0.40% | 56.63%-57.0pp | 47.52%-47.9pp | 41.46%-41.9pp |
| Employer contribution / active EE | $6,653 | $5,170+28.7% | $4,617+44.1% | $4,869+36.6% |
| Participant deferral / active EE | $12,000 | $6,343+89.2% | $5,984+100.5% | $5,287+127.0% |
| Admin fee / account holder | $171 | $9,817-98.3% | $8,357-97.9% | $10,133-98.3% |