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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 | $196,972-62.9% | $182,262-59.9% | $198,609-63.2% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 17.75% | 158.27%-140.5pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $5,682 | $5,364+5.9% | $5,046+12.6% | $5,055+12.4% |
| Participant deferral / active EE | $5,682 | $8,643-34.3% | $8,276-31.3% | $6,977-18.6% |
| Admin fee / account holder | $107 | $18,429-99.4% | $16,712-99.4% | $19,030-99.4% |