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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 | $23,884 | $73,863-67.7% | $143,797-83.4% | $68,490-65.1% |
| Participation rate | 24.2% | 66.7%-42.4pp | 80.3%-56.1pp | 67.9%-43.7pp |
| Annual return | -23.06% | 0.91%-24.0pp | -0.04%-23.0pp | -7.85%-15.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $212 | $5,756-96.3% | $14,679-98.6% | $5,403-96.1% |