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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $7,402 | $154,754-95.2% | $124,206-94.0% | $138,895-94.7% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.6%-69.6pp | 79.9%-79.9pp |
| Annual return | 17.57% | 709.28%-691.7pp | 515.27%-497.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,940 | $4,621+93.5% | $3,968+125.3% | $6,396+39.8% |
| Admin fee / account holder | $178 | $6,690-97.3% | $5,929-97.0% | $12,562-98.6% |