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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 | $95,650 | $123,859-22.8% | $69,632+37.4% | $145,897-34.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | -54.75% | 192.49%-247.2pp | 101.32%-156.1pp | 552.29%-607.0pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,889-100.0% | $6,689-100.0% |
| Admin fee / account holder | $72 | $7,817-99.1% | $4,695-98.5% | $13,390-99.5% |