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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,319 | $57,828-49.3% | $117,039-74.9% | $70,126-58.2% |
| Participation rate | 63.2% | 67.1%-4.0pp | 77.2%-14.0pp | 69.5%-6.4pp |
| Annual return | 13.40% | 17.55%-4.1pp | 18.95%-5.5pp | 73.15%-59.7pp |
| Employer contribution / active EE | $415 | $1,816-77.1% | $3,785-89.0% | $2,343-82.3% |
| Participant deferral / active EE | $1,696 | $2,438-30.4% | $3,929-56.8% | $3,332-49.1% |
| Admin fee / account holder | $7 | $3,548-99.8% | $5,974-99.9% | $4,645-99.9% |