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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 | $17,524 | $95,188-81.6% | $76,518-77.1% | $135,379-87.1% |
| Participation rate | 37.5% | 74.4%-36.9pp | 68.0%-30.5pp | 82.6%-45.1pp |
| Annual return | -2.08% | 4.85%-6.9pp | -0.27%-1.8pp | 519.79%-521.9pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $272 | $6,249-95.6% | $4,849-94.4% | $10,828-97.5% |