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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 | $43,472 | $48,277-10.0% | $67,511-35.6% | $80,874-46.2% |
| Participation rate | 2.3% | 66.4%-64.1pp | 72.9%-70.6pp | 67.6%-65.4pp |
| Annual return | 22.83% | 18.27%+4.6pp | 3517.41%-3494.6pp | 35.62%-12.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $180 | $3,687-95.1% | $3,999-95.5% | $6,935-97.4% |