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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 | $17,205 | $96,388-82.1% | $80,627-78.7% | $139,466-87.7% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 19.74% | 1352.08%-1332.3pp | 936.76%-917.0pp | 373.66%-353.9pp |
| Employer contribution / active EE | $13,683 | $3,260+319.8% | $2,723+402.6% | $4,754+187.8% |
| Participant deferral / active EE | $27,684 | $5,224+429.9% | $4,443+523.1% | $6,712+312.5% |
| Admin fee / account holder | $270 | $6,603-95.9% | $5,381-95.0% | $11,409-97.6% |