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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $337,732-100.0% | $337,732-100.0% | $534,210-100.0% |
| Participation rate | 50.0% | 83.0%-33.0pp | 79.0%-29.0pp | 89.6%-39.6pp |
| Annual return | 0.00% | 10.11%-10.1pp | 10.26%-10.3pp | 10.40%-10.4pp |
| Employer contribution / active EE | $0 | $9,330-100.0% | $9,009-100.0% | $19,440-100.0% |
| Participant deferral / active EE | $0 | $3,000-100.0% | $2,768-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $3,556-100.0% | $3,556-100.0% | $14,821-100.0% |