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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,206 | $52,450-55.8% | $129,295-82.1% | $74,546-68.9% |
| Participation rate | 34.9% | 53.8%-18.9pp | 69.6%-34.7pp | 67.2%-32.3pp |
| Annual return | 10.10% | 15.65%-5.5pp | 9429.28%-9419.2pp | 1366.03%-1355.9pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,157-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $2,797-100.0% | $4,169-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,636-100.0% | $7,665-100.0% | $1,944-100.0% |