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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 | $38,048 | $176,077-78.4% | $159,455-76.1% | $167,518-77.3% |
| Participation rate | 55.0% | 84.9%-29.9pp | 82.8%-27.8pp | 82.1%-27.1pp |
| Annual return | 25.75% | 331.83%-306.1pp | 263.63%-237.9pp | 478.71%-453.0pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $169 | $12,556-98.7% | $10,800-98.4% | $12,312-98.6% |