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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 | $21,912 | $88,585-75.3% | $69,884-68.6% | $134,532-83.7% |
| Participation rate | 66.7% | 74.9%-8.2pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | -10.15% | 442.80%-453.0pp | 190.81%-201.0pp | 418.27%-428.4pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $272 | $10,441-97.4% | $6,266-95.7% | $11,429-97.6% |