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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 | $155,555-53.0% | $146,866-50.2% | $155,188-52.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 17.75% | 115.41%-97.7pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $5,682 | $4,647+22.3% | $4,425+28.4% | $4,248+33.8% |
| Participant deferral / active EE | $5,682 | $8,044-29.4% | $7,759-26.8% | $6,531-13.0% |
| Admin fee / account holder | $107 | $14,755-99.3% | $13,620-99.2% | $14,480-99.3% |