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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 | $114,679 | $150,447-23.8% | $136,298-15.9% | $147,586-22.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 19.08% | 1049.15%-1030.1pp | 5156.27%-5137.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $6,258 | $5,256+19.0% | $4,696+33.3% | $4,876+28.3% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $171 | $10,906-98.4% | $9,244-98.1% | $10,886-98.4% |