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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 | $73,071 | $162,136-54.9% | $152,301-52.0% | $154,746-52.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 17.75% | 91.02%-73.3pp | 80.50%-62.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $5,682 | $4,890+16.2% | $4,624+22.9% | $4,379+29.8% |
| Participant deferral / active EE | $5,682 | $8,341-31.9% | $8,004-29.0% | $6,730-15.6% |
| Admin fee / account holder | $107 | $15,759-99.3% | $14,398-99.3% | $14,365-99.3% |