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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 | $5,231 | $88,702-94.1% | $81,780-93.6% | $145,978-96.4% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 16.74% | 1029.12%-1012.4pp | 776.27%-759.5pp | 550.52%-533.8pp |
| Employer contribution / active EE | $1,804 | $3,084-41.5% | $2,914-38.1% | $4,662-61.3% |
| Participant deferral / active EE | $2,029 | $4,645-56.3% | $4,321-53.0% | $6,690-69.7% |
| Admin fee / account holder | $37 | $8,414-99.6% | $7,384-99.5% | $13,400-99.7% |