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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 | $49,160 | $87,016-43.5% | $63,244-22.3% | $125,389-60.8% |
| Participation rate | 25.0% | 77.1%-52.1pp | 71.0%-46.0pp | 83.2%-58.2pp |
| Annual return | 8.45% | 21.71%-13.3pp | -70.31%+78.8pp | 282.24%-273.8pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $65 | $11,954-99.5% | $5,893-98.9% | $9,541-99.3% |