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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 | $27,295 | $99,345-72.5% | $84,753-67.8% | $273,972-90.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 673.20% | 22.93%+650.3pp | 22.78%+650.4pp | 41.46%+631.7pp |
| Employer contribution / active EE | $30,315 | $4,214+619.4% | $3,574+748.1% | $4,869+522.6% |
| Participant deferral / active EE | $82,155 | $4,270+1824.1% | $3,712+2113.3% | $5,287+1453.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |