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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 | $20,294 | $100,811-79.9% | $86,698-76.6% | $134,545-84.9% |
| Participation rate | 28.6% | 79.0%-50.4pp | 76.6%-48.0pp | 81.2%-52.7pp |
| Annual return | -14.85% | 29.11%-44.0pp | 35.96%-50.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $155 | $10,926-98.6% | $7,492-97.9% | $11,431-98.6% |