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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 | $381,890-100.0% | $359,360-100.0% | $564,480-100.0% |
| Participation rate | 0.0% | 88.9%-88.9pp | 86.3%-86.3pp | 89.1%-89.1pp |
| Annual return | -23.03% | -11.38%-11.6pp | -10.75%-12.3pp | -14.07%-9.0pp |
| Employer contribution / active EE | $0 | $18,491-100.0% | $18,485-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $9,109-100.0% | $8,159-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $9,603-100.0% | $27,140-100.0% |