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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 | $17,182 | $70,121-75.5% | $63,803-73.1% | $138,895-87.6% |
| Participation rate | 33.3% | 77.2%-43.9pp | 72.7%-39.4pp | 79.9%-46.6pp |
| Annual return | 16.54% | 946.48%-929.9pp | 543.72%-527.2pp | 145.39%-128.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $176 | $6,738-97.4% | $5,196-96.6% | $12,562-98.6% |