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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 | $97,550-100.0% | $120,344-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.7%-76.7pp | 68.9%-68.9pp |
| Annual return | -43.75% | 18.41%-62.2pp | 20.30%-64.1pp | 26.06%-69.8pp |
| Employer contribution / active EE | $697 | $2,291-69.6% | $3,020-76.9% | $2,596-73.2% |
| Participant deferral / active EE | $2,873 | $4,230-32.1% | $5,135-44.1% | $4,274-32.8% |
| Admin fee / account holder | $0 | $9,543-100.0% | $12,742-100.0% | $7,775-100.0% |