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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 | $94,064 | $96,361-2.4% | $80,607+16.7% | $139,456-32.5% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 14.10% | 1350.95%-1336.9pp | 936.11%-922.0pp | 373.45%-359.4pp |
| Employer contribution / active EE | $10,459 | $3,262+220.6% | $2,724+283.9% | $4,753+120.1% |
| Participant deferral / active EE | $34,315 | $5,232+555.9% | $4,448+671.5% | $6,711+411.3% |
| Admin fee / account holder | $108 | $6,601-98.4% | $5,379-98.0% | $11,407-99.1% |