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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $45,654 | $160,070-71.5% | $147,117-69.0% | $145,897-68.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 14.29% | 98.69%-84.4pp | 420.54%-406.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $307 | $5,285-94.2% | $4,932-93.8% | $4,663-93.4% |
| Participant deferral / active EE | $19,383 | $8,419+130.2% | $8,065+140.3% | $6,689+189.8% |
| Admin fee / account holder | $157 | $15,035-99.0% | $12,993-98.8% | $13,390-98.8% |