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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $58,773-100.0% | $209,754-100.0% | $58,773-100.0% |
| Participation rate | 0.0% | 64.8%-64.8pp | 50.0%-50.0pp | 64.8%-64.8pp |
| Annual return | 10.01% | -8.84%+18.8pp | -16.96%+27.0pp | -8.84%+18.8pp |
| Employer contribution / active EE | $0 | $2,445-100.0% | $27,500-100.0% | $2,445-100.0% |
| Participant deferral / active EE | $0 | $2,952-100.0% | - | $2,952-100.0% |
| Admin fee / account holder | $0 | $6,755-100.0% | $0 | $6,755-100.0% |