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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 | $27,554 | $56,894-51.6% | $84,753-67.5% | $62,881-56.2% |
| Participation rate | 60.0% | 68.5%-8.5pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | -11.25% | 6.30%-17.6pp | 22.78%-34.0pp | 20.14%-31.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $143 | $3,581-96.0% | $5,333-97.3% | $4,296-96.7% |