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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 | $234,943 | $58,493+301.7% | $84,023+179.6% | $72,976+221.9% |
| Participation rate | 32.3% | 61.2%-29.0pp | 69.0%-36.8pp | 69.5%-37.2pp |
| Annual return | 23.99% | 28.93%-4.9pp | 71.32%-47.3pp | 81.02%-57.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15 | $4,569-99.7% | $6,102-99.7% | $5,124-99.7% |