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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 | $0 | $60,442-100.0% | $96,754-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 58.7%-58.7pp | 70.3%-70.3pp | 68.9%-68.9pp |
| Annual return | -2.02% | 21.97%-24.0pp | 82.04%-84.1pp | 26.06%-28.1pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,280-100.0% | $4,758-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $5,069-100.0% | $8,905-100.0% | $7,775-100.0% |