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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 | $10,743 | $76,522-86.0% | $56,033-80.8% | $145,884-92.6% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 18.70% | 3014.28%-2995.6pp | 1711.38%-1692.7pp | 551.85%-533.2pp |
| Employer contribution / active EE | $3,792 | $1,382+174.3% | $1,041+264.3% | $4,662-18.7% |
| Participant deferral / active EE | $13,401 | $2,624+410.7% | $1,954+585.8% | $6,690+100.3% |
| Admin fee / account holder | $105 | $3,328-96.8% | $2,827-96.3% | $13,392-99.2% |