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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $433,529-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 22.9%-22.9pp | 0.7%-0.7pp |
| Annual return | 18.70% | 13.24%+5.5pp | 12.74%+6.0pp | 13.24%+5.5pp |
| Employer contribution / active EE | $0 | $14,616-100.0% | $33,332-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $830-100.0% | $157-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $2,396-100.0% | $4,137-100.0% |