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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 | $88,702+20.6% | $81,780+30.9% | $145,978-26.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 11.98% | 1029.12%-1017.1pp | 776.27%-764.3pp | 550.52%-538.5pp |
| Employer contribution / active EE | $6,737 | $3,084+118.4% | $2,914+131.2% | $4,662+44.5% |
| Participant deferral / active EE | $31,066 | $4,645+568.8% | $4,321+619.0% | $6,690+364.4% |
| Admin fee / account holder | $60 | $8,414-99.3% | $7,384-99.2% | $13,400-99.6% |