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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 | $13,025 | $39,798-67.3% | $67,704-80.8% | $59,633-78.2% |
| Participation rate | 29.6% | 57.4%-27.7pp | 67.5%-37.9pp | 68.7%-39.0pp |
| Annual return | -1.42% | 89.94%-91.4pp | 25.41%-26.8pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $209 | $3,212-93.5% | $4,255-95.1% | $4,297-95.1% |