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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 | $96,758 | $82,630+17.1% | $64,105+50.9% | $125,388-22.8% |
| Participation rate | 56.3% | 75.9%-19.6pp | 68.2%-11.9pp | 83.2%-26.9pp |
| Annual return | -2.33% | 1489.72%-1492.1pp | 791.24%-793.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $176 | $6,382-97.2% | $4,499-96.1% | $9,541-98.2% |