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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 | $52,560 | $77,472-32.2% | $100,415-47.7% | $80,959-35.1% |
| Participation rate | 16.9% | 76.9%-60.1pp | 81.5%-64.7pp | 67.7%-50.8pp |
| Annual return | 17.91% | 37.26%-19.4pp | 49.47%-31.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,091-100.0% | $4,300-100.0% |
| Admin fee / account holder | $36 | $5,885-99.4% | $7,906-99.5% | $6,925-99.5% |