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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 | $84,616 | $83,908+0.8% | $68,509+23.5% | $125,388-32.5% |
| Participation rate | 0.0% | 78.2%-78.2pp | 74.7%-74.7pp | 83.2%-83.2pp |
| Annual return | -1.11% | 14.48%-15.6pp | 8.27%-9.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $64,862 | $4,125+1472.4% | $3,382+1817.6% | $5,352+1112.0% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |