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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 | $211,239-89.4% | $178,528-87.4% | $145,877-84.6% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 15.37% | 30.22%-14.8pp | 27.11%-11.7pp | 551.28%-535.9pp |
| Employer contribution / active EE | $31,824 | $4,570+596.3% | $3,950+705.6% | $4,663+582.5% |
| Participant deferral / active EE | $46,316 | $6,963+565.2% | $6,278+637.7% | $6,691+592.3% |
| Admin fee / account holder | $19 | $12,095-99.8% | $10,419-99.8% | $13,402-99.9% |