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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 | $8,337 | $115,866-92.8% | $65,328-87.2% | $139,456-94.0% |
| Participation rate | 66.7% | 67.8%-1.1pp | 64.9%+1.7pp | 80.3%-13.7pp |
| Annual return | 18.78% | 31.21%-12.4pp | 47.39%-28.6pp | 373.45%-354.7pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,711-100.0% |
| Admin fee / account holder | $37 | $6,705-99.5% | $4,116-99.1% | $11,407-99.7% |