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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 | $99,281 | $78,694+26.2% | $67,653+46.8% | $125,388-20.8% |
| Participation rate | 61.1% | 78.8%-17.7pp | 75.7%-14.6pp | 83.2%-22.1pp |
| Annual return | 53.36% | 9.46%+43.9pp | 6625.22%-6571.9pp | 282.24%-228.9pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $195 | $7,403-97.4% | $4,821-96.0% | $9,541-98.0% |