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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 | $16,014 | $105,145-84.8% | $94,664-83.1% | $139,466-88.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 15.08% | 38.09%-23.0pp | 156.84%-141.8pp | 373.66%-358.6pp |
| Employer contribution / active EE | $3,187 | $4,107-22.4% | $3,673-13.2% | $4,754-33.0% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,712-100.0% |
| Admin fee / account holder | $126 | $8,972-98.6% | $7,222-98.3% | $11,409-98.9% |