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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 | $53,255 | $63,861-16.6% | $104,625-49.1% | $79,852-33.3% |
| Participation rate | 56.0% | 64.9%-8.9pp | 74.1%-18.1pp | 69.6%-13.6pp |
| Annual return | -11.92% | 21.30%-33.2pp | 340.60%-352.5pp | 31.72%-43.6pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $42 | $4,185-99.0% | $6,465-99.3% | $5,306-99.2% |