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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 | $19,895 | $108,897-81.7% | $100,378-80.2% | $145,877-86.4% |
| Participation rate | 25.0% | 83.0%-58.0pp | 81.5%-56.5pp | 80.3%-55.3pp |
| Annual return | 12.44% | 58.17%-45.7pp | 49.41%-37.0pp | 551.28%-538.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $131 | $9,690-98.6% | $7,899-98.3% | $13,402-99.0% |