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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 | $17,939 | $97,125-81.5% | $86,233-79.2% | $137,256-86.9% |
| Participation rate | 13.3% | 74.2%-60.9pp | 69.0%-55.7pp | 80.0%-66.6pp |
| Annual return | 13.15% | 74.19%-61.0pp | 61.39%-48.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $28 | $9,725-99.7% | $8,342-99.7% | $12,270-99.8% |