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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,583-100.0% | $88,497-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 82.4%-82.4pp | 83.0%-83.0pp |
| Annual return | -107.75% | 5.68%-113.4pp | 7.63%-115.4pp | 41.46%-149.2pp |
| Employer contribution / active EE | $2,583 | $4,502-42.6% | $4,036-36.0% | $4,869-46.9% |
| Participant deferral / active EE | $3,229 | $4,891-34.0% | $4,899-34.1% | $5,287-38.9% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |