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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 | $52,349 | $118,708-55.9% | $98,920-47.1% | $158,982-67.1% |
| Participation rate | 0.0% | 77.8%-77.8pp | 76.0%-76.0pp | 82.0%-82.0pp |
| Annual return | 11.85% | 372.49%-360.6pp | 196.47%-184.6pp | 302.99%-291.1pp |
| Employer contribution / active EE | $10,414 | $3,334+212.4% | $2,689+287.2% | $4,763+118.7% |
| Participant deferral / active EE | $38,180 | $5,089+650.2% | $4,245+799.4% | $5,983+538.1% |
| Admin fee / account holder | $2 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |