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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,908 | $65,453+23.6% | $86,691-6.7% | $66,930+20.9% |
| Participation rate | 40.4% | 75.5%-35.1pp | 76.6%-36.2pp | 69.8%-29.4pp |
| Annual return | 15.26% | -10.89%+26.1pp | 35.94%-20.7pp | 1.57%+13.7pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $593-100.0% |