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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 | $69,835 | $202,342-65.5% | $172,753-59.6% | $152,909-54.3% |
| Participation rate | 46.2% | 87.1%-40.9pp | 82.6%-36.5pp | 82.5%-36.3pp |
| Annual return | 3.99% | 1029.88%-1025.9pp | 803.00%-799.0pp | 345.46%-341.5pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $278 | $17,112-98.4% | $13,956-98.0% | $11,601-97.6% |