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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 | $39,767 | $209,847-81.0% | $189,520-79.0% | $167,518-76.3% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.8%-87.8pp | 82.1%-82.1pp |
| Annual return | 15.77% | 748.45%-732.7pp | 555.25%-539.5pp | 478.71%-462.9pp |
| Employer contribution / active EE | $13,011 | $6,913+88.2% | $6,161+111.2% | $4,838+168.9% |
| Participant deferral / active EE | $13,011 | $8,934+45.6% | $8,220+58.3% | $6,342+105.2% |
| Admin fee / account holder | $38 | $14,295-99.7% | $12,046-99.7% | $12,312-99.7% |