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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 | $25,060 | $190,862-86.9% | $159,991-84.3% | $134,509-81.4% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -17.44% | 552.59%-570.0pp | 408.82%-426.3pp | 418.13%-435.6pp |
| Employer contribution / active EE | $33,048 | $4,995+561.7% | $4,225+682.2% | $4,741+597.1% |
| Participant deferral / active EE | $55,939 | $6,924+707.9% | $6,183+804.8% | $6,400+774.0% |
| Admin fee / account holder | $31 | $10,495-99.7% | $8,715-99.6% | $11,427-99.7% |