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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 | $222,306 | $159,934+39.0% | $147,005+51.2% | $145,959+52.3% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 10.59% | 98.24%-87.7pp | 418.76%-408.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $12,369 | $5,287+133.9% | $4,934+150.7% | $4,661+165.4% |
| Participant deferral / active EE | $119,854 | $8,427+1322.2% | $8,070+1385.2% | $6,689+1691.9% |
| Admin fee / account holder | $85 | $15,053-99.4% | $13,006-99.3% | $13,398-99.4% |