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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 | $11,956 | $54,239-78.0% | $70,098-82.9% | $68,495-82.5% |
| Participation rate | 57.1% | 64.5%-7.4pp | 70.5%-13.3pp | 67.9%-10.7pp |
| Annual return | -14.14% | -13.87%-0.3pp | 190.76%-204.9pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,849-100.0% | $4,028-100.0% |
| Admin fee / account holder | $27 | $4,691-99.4% | $6,266-99.6% | $5,403-99.5% |