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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 | $6,928 | $36,948-81.3% | $73,658-90.6% | $87,485-92.1% |
| Participation rate | 69.1% | 46.8%+22.3pp | 57.0%+12.1pp | 68.9%+0.2pp |
| Annual return | 12.53% | 28.64%-16.1pp | 29.72%-17.2pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $1,379-100.0% | $2,062-100.0% | $4,274-100.0% |
| Admin fee / account holder | $199 | $2,531-92.1% | $3,357-94.1% | $7,775-97.4% |