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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 | $61,278 | $88,042-30.4% | $138,135-55.6% | $79,852-23.3% |
| Participation rate | 9.1% | 71.4%-62.3pp | 78.7%-69.6pp | 69.6%-60.5pp |
| Annual return | 0.46% | 20.58%-20.1pp | 20.51%-20.0pp | 31.72%-31.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $5,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $4,704-100.0% | $6,431-100.0% | $3,740-100.0% |
| Admin fee / account holder | $193 | $7,791-97.5% | $11,856-98.4% | $5,306-96.4% |