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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,890 | $73,863-63.6% | $143,797-81.3% | $68,490-60.7% |
| Participation rate | 44.2% | 66.7%-22.4pp | 80.3%-36.1pp | 67.9%-23.7pp |
| Annual return | -18.04% | 0.91%-19.0pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $715 | $3,185-77.6% | $4,952-85.6% | $2,597-72.5% |
| Participant deferral / active EE | $1,919 | $3,385-43.3% | $5,638-66.0% | $4,028-52.4% |
| Admin fee / account holder | $265 | $5,756-95.4% | $14,679-98.2% | $5,403-95.1% |