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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 | $107,809-83.4% | $97,032-81.5% | $155,188-88.4% |
| Participation rate | 13.3% | 75.5%-62.1pp | 71.6%-58.2pp | 80.8%-67.5pp |
| Annual return | 13.15% | 38.06%-24.9pp | 35.38%-22.2pp | 148.84%-135.7pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $28 | $10,717-99.7% | $9,418-99.7% | $14,480-99.8% |