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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 | $107,677 | $163,687-34.2% | $108,745-1.0% | $273,972-60.7% |
| Participation rate | 60.0% | 82.3%-22.3pp | 77.7%-17.7pp | 83.0%-23.0pp |
| Annual return | 21.47% | 31.16%-9.7pp | 46.22%-24.8pp | 41.46%-20.0pp |
| Employer contribution / active EE | $0 | $4,711-100.0% | $3,323-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $7,155-100.0% | $5,121-100.0% | $5,287-100.0% |
| Admin fee / account holder | $27 | $12,890-99.8% | $6,144-99.6% | $10,133-99.7% |