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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $181,062-100.0% | $158,223-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 10.40% | 57.39%-47.0pp | 52.09%-41.7pp | 148.84%-138.4pp |
| Employer contribution / active EE | $6,005 | $4,565+31.6% | $4,109+46.2% | $4,248+41.4% |
| Participant deferral / active EE | $7,434 | $6,134+21.2% | $5,467+36.0% | $6,531+13.8% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |