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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 | $45,667 | $75,962-39.9% | $154,108-70.4% | $64,173-28.8% |
| Participation rate | 4.6% | 70.4%-65.8pp | 83.0%-78.4pp | 69.6%-65.0pp |
| Annual return | -0.72% | 30.32%-31.0pp | 735.21%-735.9pp | 7.63%-8.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $284 | $5,589-94.9% | $13,411-97.9% | $4,887-94.2% |