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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 | $48,327-10.0% | $67,575-35.7% | $80,935-46.3% |
| Participation rate | 2.3% | 66.4%-64.1pp | 72.9%-70.6pp | 67.7%-65.4pp |
| Annual return | 22.83% | 18.31%+4.5pp | 3528.98%-3506.1pp | 35.66%-12.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $180 | $3,692-95.1% | $3,993-95.5% | $6,924-97.4% |