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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 | $119,358 | $138,076-13.6% | $123,553-3.4% | $135,380-11.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 1.68% | 153.70%-152.0pp | 119.21%-117.5pp | 519.81%-518.1pp |
| Employer contribution / active EE | $7,289 | $5,152+41.5% | $4,628+57.5% | $4,779+52.5% |
| Participant deferral / active EE | $12,000 | $6,800+76.5% | $6,426+86.7% | $5,609+113.9% |
| Admin fee / account holder | $177 | $10,917-98.4% | $9,284-98.1% | $10,828-98.4% |