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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 | $1,121 | $67,823-98.3% | $52,425-97.9% | $137,256-99.2% |
| Participation rate | 57.1% | 63.9%-6.8pp | 55.6%+1.5pp | 80.0%-22.8pp |
| Annual return | 10.75% | 219.11%-208.4pp | 302.12%-291.4pp | 220.34%-209.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15 | $2,844-99.5% | $2,495-99.4% | $12,270-99.9% |