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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 | $60,511 | $58,523+3.4% | $99,475-39.2% | $72,975-17.1% |
| Participation rate | 46.9% | 64.6%-17.8pp | 73.8%-27.0pp | 69.5%-22.6pp |
| Annual return | -0.48% | 28.51%-29.0pp | 30.72%-31.2pp | 81.01%-81.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $124 | $4,102-97.0% | $6,252-98.0% | $5,124-97.6% |