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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 | $21,700 | $55,423-60.8% | $155,602-86.1% | $74,400-70.8% |
| Participation rate | 1.5% | 61.9%-60.4pp | 78.2%-76.7pp | 67.2%-65.7pp |
| Annual return | 14.43% | 269.07%-254.6pp | 64.81%-50.4pp | 1367.51%-1353.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $131 | $1,744-92.5% | $15,923-99.2% | $1,944-93.3% |