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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $389,610 | $156,398+149.1% | $147,318+164.5% | $138,895+180.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.79% | 78.75%-67.0pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $2,695 | $4,853-44.5% | $4,593-41.3% | $4,194-35.7% |
| Participant deferral / active EE | $4,003 | $8,237-51.4% | $7,906-49.4% | $6,396-37.4% |
| Admin fee / account holder | $140 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |