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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 | $29,808 | $99,009-69.9% | $86,581-65.6% | $147,585-79.8% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 14.49% | 1312.70%-1298.2pp | 965.06%-950.6pp | 578.58%-564.1pp |
| Employer contribution / active EE | $2,717 | $3,132-13.3% | $2,840-4.3% | $4,876-44.3% |
| Participant deferral / active EE | $7,325 | $3,972+84.4% | $3,609+103.0% | $5,439+34.7% |
| Admin fee / account holder | $25 | $5,709-99.6% | $4,904-99.5% | $10,886-99.8% |