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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 | $99,644-80.2% | $86,438-77.1% | $134,532-85.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -14.02% | 6787.26%-6801.3pp | 4397.19%-4411.2pp | 418.27%-432.3pp |
| Employer contribution / active EE | $93,282 | $4,402+2019.1% | $3,769+2374.7% | $4,741+1867.5% |
| Participant deferral / active EE | $142,852 | $7,247+1871.1% | $6,952+1954.7% | $6,401+2131.7% |
| Admin fee / account holder | $4 | $8,375-100.0% | $6,733-99.9% | $11,429-100.0% |