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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 | $66,397 | $140,578-52.8% | $100,671-34.0% | $125,389-47.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 70.7%-4.0pp | 83.2%-16.5pp |
| Annual return | -1.04% | 24.67%-25.7pp | 20.43%-21.5pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,164 | $5,965-80.5% | $4,012-71.0% | $4,866-76.1% |
| Participant deferral / active EE | $5,762 | $3,981+44.7% | $3,144+83.3% | $5,352+7.7% |
| Admin fee / account holder | $240 | $6,716-96.4% | $4,850-95.0% | $9,541-97.5% |