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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 | $30,386 | $72,404-58.0% | $110,243-72.4% | $64,173-52.6% |
| Participation rate | 51.3% | 73.3%-22.1pp | 79.8%-28.5pp | 69.6%-18.3pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.76%-314.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $66 | $5,664-98.8% | $8,548-99.2% | $4,887-98.7% |