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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 | $5,817 | $85,024-93.2% | $70,544-91.8% | $139,466-95.8% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.4%-8.4pp | 80.3%-20.3pp |
| Annual return | 13.96% | 30.39%-16.4pp | 32.79%-18.8pp | 373.66%-359.7pp |
| Employer contribution / active EE | $2,120 | $3,912-45.8% | $2,976-28.8% | $4,754-55.4% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,712-100.0% |
| Admin fee / account holder | $72 | $8,928-99.2% | $6,427-98.9% | $11,409-99.4% |