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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 | $11,194 | $67,352-83.4% | $60,899-81.6% | $134,509-91.7% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.1%-73.1pp | 81.2%-81.2pp |
| Annual return | -23.61% | 49.99%-73.6pp | 16.92%-40.5pp | 418.13%-441.7pp |
| Employer contribution / active EE | $27,960 | $3,098+802.6% | $2,702+934.7% | $4,741+489.8% |
| Participant deferral / active EE | $46,960 | $4,539+934.6% | $3,817+1130.3% | $6,400+633.7% |
| Admin fee / account holder | $205 | $4,585-95.5% | $3,225-93.6% | $11,427-98.2% |