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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 | $99,995-61.1% | $85,063-54.3% | $145,978-73.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 16.87% | 83.99%-67.1pp | 66.54%-49.7pp | 550.52%-533.6pp |
| Employer contribution / active EE | $46,373 | $3,231+1335.2% | $2,727+1600.4% | $4,662+894.7% |
| Participant deferral / active EE | $18,781 | $5,295+254.7% | $4,523+315.3% | $6,690+180.7% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |