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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 | $19,759 | $99,647-80.2% | $86,439-77.1% | $134,509-85.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -14.02% | 6784.13%-6798.2pp | 4395.55%-4409.6pp | 418.13%-432.2pp |
| Employer contribution / active EE | $93,282 | $4,401+2019.6% | $3,769+2375.1% | $4,741+1867.8% |
| Participant deferral / active EE | $142,852 | $7,246+1871.4% | $6,952+1954.9% | $6,400+2131.9% |
| Admin fee / account holder | $4 | $8,373-100.0% | $6,732-99.9% | $11,427-100.0% |