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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,312 | $140,592-72.0% | $123,106-68.1% | $125,393-68.6% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -2.97% | 16.80%-19.8pp | 13.22%-16.2pp | 282.23%-285.2pp |
| Employer contribution / active EE | $8,013 | $6,041+32.6% | $5,151+55.6% | $4,866+64.7% |
| Participant deferral / active EE | $23,815 | $6,980+241.2% | $6,229+282.3% | $5,351+345.0% |
| Admin fee / account holder | $26 | $11,198-99.8% | $9,015-99.7% | $9,541-99.7% |