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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 | $11,837 | $88,603-86.6% | $69,890-83.1% | $134,545-91.2% |
| Participation rate | 33.3% | 74.9%-41.6pp | 70.5%-37.2pp | 81.2%-47.9pp |
| Annual return | -12.45% | 442.93%-455.4pp | 190.84%-203.3pp | 418.37%-430.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11 | $10,443-99.9% | $6,267-99.8% | $11,431-99.9% |