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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 | $55,437-60.9% | $155,534-86.0% | $74,459-70.9% |
| Participation rate | 1.5% | 61.9%-60.4pp | 78.2%-76.7pp | 67.2%-65.7pp |
| Annual return | 14.43% | 269.58%-255.1pp | 64.92%-50.5pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $131 | $1,742-92.5% | $15,900-99.2% | $1,945-93.3% |