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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 | $13,566 | $102,978-86.8% | $90,287-85.0% | $152,870-91.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 19.21% | 95.17%-76.0pp | 78.10%-58.9pp | 345.34%-326.1pp |
| Employer contribution / active EE | $905 | $3,139-71.2% | $2,855-68.3% | $4,763-81.0% |
| Participant deferral / active EE | $1,448 | $4,281-66.2% | $3,885-62.7% | $5,850-75.3% |
| Admin fee / account holder | $165 | $6,171-97.3% | $5,351-96.9% | $11,597-98.6% |