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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $16,905-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 6.36% | 9.19%-2.8pp | 2.70%+3.7pp | 9.19%-2.8pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $23,479-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $1,103-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $724-100.0% | $2,655,710-100.0% |