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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,714 | $148,629-80.0% | $135,982-78.1% | $139,487-78.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 20.86% | 79.33%-58.5pp | 68.32%-47.5pp | 373.84%-353.0pp |
| Employer contribution / active EE | $15,318 | $5,247+192.0% | $4,859+215.2% | $4,755+222.2% |
| Participant deferral / active EE | $27,677 | $8,102+241.6% | $7,760+256.7% | $6,713+312.3% |
| Admin fee / account holder | $138 | $12,406-98.9% | $10,767-98.7% | $11,407-98.8% |