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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 | $88,710-94.1% | $81,783-93.6% | $145,959-96.4% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 16.74% | 1027.26%-1010.5pp | 775.05%-758.3pp | 561.95%-545.2pp |
| Employer contribution / active EE | $1,804 | $3,083-41.5% | $2,913-38.1% | $4,661-61.3% |
| Participant deferral / active EE | $2,029 | $4,645-56.3% | $4,320-53.0% | $6,689-69.7% |
| Admin fee / account holder | $37 | $8,407-99.6% | $7,380-99.5% | $13,398-99.7% |