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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 | $160,040+38.9% | $147,096+51.1% | $145,877+52.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 10.59% | 98.49%-87.9pp | 419.75%-409.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $12,369 | $5,289+133.8% | $4,936+150.6% | $4,663+165.3% |
| Participant deferral / active EE | $119,854 | $8,429+1322.0% | $8,071+1385.0% | $6,691+1691.4% |
| Admin fee / account holder | $85 | $15,050-99.4% | $13,005-99.3% | $13,402-99.4% |