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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 | $67,175 | $73,518-8.6% | $63,003+6.6% | $147,585-54.5% |
| Participation rate | 52.6% | 77.9%-25.2pp | 74.8%-22.2pp | 82.8%-30.2pp |
| Annual return | 12.11% | 175.46%-163.3pp | 87.59%-75.5pp | 578.57%-566.5pp |
| Employer contribution / active EE | $7,295 | $3,322+119.6% | $2,760+164.3% | $4,876+49.6% |
| Participant deferral / active EE | $15,221 | $4,183+263.9% | $3,329+357.2% | $5,439+179.9% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |