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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $100,194-100.0% | $122,979-100.0% | $86,983-100.0% |
| Participation rate | 0.0% | 73.0%-73.0pp | 77.2%-77.2pp | 69.5%-69.5pp |
| Annual return | -43.75% | 16.47%-60.2pp | 20.12%-63.9pp | 25.83%-69.6pp |
| Employer contribution / active EE | $697 | $2,326-70.0% | $3,062-77.2% | $2,584-73.0% |
| Participant deferral / active EE | $2,873 | $4,133-30.5% | $5,003-42.6% | $4,194-31.5% |
| Admin fee / account holder | $0 | $10,148-100.0% | $12,864-100.0% | $7,856-100.0% |