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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 | $48,990 | $94,439-48.1% | $73,658-33.5% | $154,746-68.3% |
| Participation rate | 47.1% | 64.7%-17.6pp | 57.0%-10.0pp | 80.7%-33.6pp |
| Annual return | 1.39% | 28.25%-26.9pp | 29.72%-28.3pp | 172.34%-171.0pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $182 | $3,843-95.3% | $3,357-94.6% | $14,365-98.7% |