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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 | $68,375 | $72,303-5.4% | $86,698-21.1% | $64,824+5.5% |
| Participation rate | 33.7% | 80.4%-46.7pp | 76.6%-42.9pp | 71.5%-37.8pp |
| Annual return | -3.50% | 392.77%-396.3pp | 35.96%-39.5pp | 32.84%-36.3pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,837-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $268 | $174+53.8% | $7,492-96.4% | $188+42.4% |