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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 | $22,339 | $105,867-78.9% | $90,760-75.4% | $134,532-83.4% |
| Participation rate | 41.2% | 78.3%-37.1pp | 75.7%-34.5pp | 81.2%-40.1pp |
| Annual return | -13.75% | -10.99%-2.8pp | -12.16%-1.6pp | 418.27%-432.0pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $106 | $13,936-99.2% | $8,444-98.8% | $11,429-99.1% |