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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,843 | $81,331-57.2% | $155,534-77.6% | $80,935-56.9% |
| Participation rate | 59.1% | 66.3%-7.2pp | 78.2%-19.1pp | 67.7%-8.6pp |
| Annual return | 14.35% | 33.37%-19.0pp | 64.92%-50.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |