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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 | $104,650-53.2% | $83,854-41.6% | $155,188-68.4% |
| Participation rate | 47.1% | 65.1%-18.0pp | 59.1%-12.1pp | 80.8%-33.7pp |
| Annual return | 1.39% | 28.97%-27.6pp | 31.39%-30.0pp | 148.84%-147.5pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $182 | $3,518-94.8% | $3,197-94.3% | $14,480-98.7% |