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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 | $156,398-53.3% | $147,318-50.4% | $138,895-47.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.75% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $5,682 | $4,853+17.1% | $4,593+23.7% | $4,194+35.5% |
| Participant deferral / active EE | $5,682 | $8,237-31.0% | $7,906-28.1% | $6,396-11.2% |
| Admin fee / account holder | $107 | $14,976-99.3% | $13,708-99.2% | $12,562-99.2% |