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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 | $2,213 | $29,319-92.5% | $52,425-95.8% | $82,448-97.3% |
| Participation rate | 29.4% | 46.9%-17.4pp | 55.6%-26.2pp | 68.1%-38.7pp |
| Annual return | 13.52% | 535.20%-521.7pp | 302.12%-288.6pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $195 | $1,962-90.1% | $2,495-92.2% | $7,234-97.3% |