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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 | $22,082 | $167,362-86.8% | $143,799-84.6% | $134,532-83.6% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -15.24% | 0.47%-15.7pp | -0.04%-15.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $6,828 | $5,620+21.5% | $4,952+37.9% | $4,741+44.0% |
| Participant deferral / active EE | $11,002 | $6,447+70.6% | $5,638+95.1% | $6,401+71.9% |
| Admin fee / account holder | $13 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |