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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 | $38,866 | $100,203-61.2% | $85,240-54.4% | $145,897-73.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 16.87% | 84.28%-67.4pp | 66.75%-49.9pp | 552.29%-535.4pp |
| Employer contribution / active EE | $46,373 | $3,242+1330.5% | $2,735+1595.4% | $4,663+894.6% |
| Participant deferral / active EE | $18,781 | $5,299+254.5% | $4,527+314.8% | $6,689+180.8% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |