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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 | $107,012 | $88,710+20.6% | $81,783+30.8% | $145,959-26.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 11.98% | 1027.26%-1015.3pp | 775.05%-763.1pp | 561.95%-550.0pp |
| Employer contribution / active EE | $6,737 | $3,083+118.5% | $2,913+131.3% | $4,661+44.5% |
| Participant deferral / active EE | $31,066 | $4,645+568.8% | $4,320+619.1% | $6,689+364.5% |
| Admin fee / account holder | $60 | $8,407-99.3% | $7,380-99.2% | $13,398-99.6% |