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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 | $45,759-100.0% | $94,993-100.0% | - |
| Participation rate | 0.0% | 55.8%-55.8pp | 73.9%-73.9pp | - |
| Annual return | 8.21% | 11.25%-3.0pp | 27.14%-18.9pp | - |
| Employer contribution / active EE | $0 | $520-100.0% | $2,603-100.0% | - |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,317-100.0% | - |
| Admin fee / account holder | $0 | $1,138-100.0% | $4,960-100.0% | - |