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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 | $100,073-61.2% | $85,126-54.3% | $145,877-73.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 16.87% | 84.11%-67.2pp | 66.63%-49.8pp | 551.28%-534.4pp |
| Employer contribution / active EE | $46,373 | $3,236+1332.9% | $2,731+1597.8% | $4,663+894.5% |
| Participant deferral / active EE | $18,781 | $5,294+254.7% | $4,523+315.2% | $6,691+180.7% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |