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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $5,667 | $70,366-91.9% | $66,674-91.5% | $138,895-95.9% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | 19.08% | 386.41%-367.3pp | 321.24%-302.2pp | 145.39%-126.3pp |
| Employer contribution / active EE | $118 | $2,765-95.7% | $2,620-95.5% | $4,194-97.2% |
| Participant deferral / active EE | $5,225 | $4,374+19.5% | $4,084+27.9% | $6,396-18.3% |
| Admin fee / account holder | $61 | $5,262-98.8% | $5,098-98.8% | $12,562-99.5% |