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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 | $1,857 | $28,624-93.5% | $53,647-96.5% | $82,637-97.8% |
| Participation rate | 37.0% | 47.3%-10.2pp | 56.3%-19.2pp | 68.1%-31.0pp |
| Annual return | 15.28% | 664.98%-649.7pp | 358.33%-343.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $207 | $2,022-89.8% | $2,460-91.6% | $7,339-97.2% |