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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 | $49,806 | $116,167-57.1% | $64,489-22.8% | $137,256-63.7% |
| Participation rate | 0.0% | 68.2%-68.2pp | 67.7%-67.7pp | 80.0%-80.0pp |
| Annual return | -58.28% | 36.55%-94.8pp | 55.03%-113.3pp | 220.34%-278.6pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $2,778-100.0% | $6,407-100.0% |
| Admin fee / account holder | $96 | $6,188-98.4% | $4,260-97.7% | $12,270-99.2% |