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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 | $13,037 | $46,697-72.1% | $117,533-88.9% | $68,486-81.0% |
| Participation rate | 7.4% | 56.8%-49.4pp | 70.6%-63.2pp | 67.9%-60.5pp |
| Annual return | -16.74% | -14.52%-2.2pp | 29.77%-46.5pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $209 | $4,023-94.8% | $5,647-96.3% | $5,404-96.1% |