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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 | $22,462 | $211,224-89.4% | $178,505-87.4% | $145,897-84.6% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 15.37% | 30.28%-14.9pp | 27.16%-11.8pp | 552.29%-536.9pp |
| Employer contribution / active EE | $31,824 | $4,577+595.4% | $3,955+704.6% | $4,663+582.5% |
| Participant deferral / active EE | $46,316 | $6,966+564.9% | $6,280+637.5% | $6,689+592.4% |
| Admin fee / account holder | $19 | $12,109-99.8% | $10,428-99.8% | $13,390-99.9% |