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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 | $5,363 | $154,754-96.5% | $124,206-95.7% | $138,895-96.1% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 15.55% | 709.28%-693.7pp | 515.27%-499.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $750 | $4,446-83.1% | $3,540-78.8% | $4,194-82.1% |
| Participant deferral / active EE | $11,966 | $4,621+158.9% | $3,968+201.6% | $6,396+87.1% |
| Admin fee / account holder | $130 | $6,690-98.1% | $5,929-97.8% | $12,562-99.0% |