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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 | $96,388-2.4% | $80,627+16.7% | $139,466-32.6% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 14.10% | 1352.08%-1338.0pp | 936.76%-922.7pp | 373.66%-359.6pp |
| Employer contribution / active EE | $10,459 | $3,260+220.8% | $2,723+284.2% | $4,754+120.0% |
| Participant deferral / active EE | $34,315 | $5,224+556.8% | $4,443+672.4% | $6,712+411.3% |
| Admin fee / account holder | $108 | $6,603-98.4% | $5,381-98.0% | $11,409-99.1% |