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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 | $39,745 | $64,311-38.2% | $57,356-30.7% | $125,389-68.3% |
| Participation rate | 33.3% | 78.6%-45.3pp | 75.1%-41.7pp | 83.2%-49.9pp |
| Annual return | 1.96% | 25.14%-23.2pp | 24.41%-22.4pp | 282.24%-280.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $60 | $5,243-98.9% | $3,357-98.2% | $9,541-99.4% |