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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,053 | $174,379+108.2% | $152,093+138.7% | $138,895+161.4% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 16.52% | 74.86%-58.3pp | 66.36%-49.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,317 | $4,652-28.7% | $4,175-20.6% | $4,194-20.9% |
| Participant deferral / active EE | $9,883 | $6,159+60.5% | $5,451+81.3% | $6,396+54.5% |
| Admin fee / account holder | -$122 | $16,880-100.7% | $14,497-100.8% | $12,562-101.0% |