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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 | $34,398 | $154,228-77.7% | $145,433-76.3% | $137,256-74.9% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 24.91% | 74.59%-49.7pp | 66.58%-41.7pp | 220.34%-195.4pp |
| Employer contribution / active EE | $81,113 | $4,804+1588.5% | $4,554+1680.9% | $4,156+1851.7% |
| Participant deferral / active EE | $111,066 | $8,216+1251.8% | $7,897+1306.4% | $6,407+1633.6% |
| Admin fee / account holder | $68 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |