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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,405 | $63,082-42.3% | $81,726-55.5% | $79,856-54.4% |
| Participation rate | 0.0% | 67.5%-67.5pp | 72.0%-72.0pp | 69.6%-69.6pp |
| Annual return | 25.41% | 22.66%+2.7pp | 29.49%-4.1pp | 31.71%-6.3pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1 | $4,428-100.0% | $5,160-100.0% | $5,306-100.0% |