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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.
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 | $58,311 | $54,573+6.8% | $90,970-35.9% | $73,493-20.7% |
| Participation rate | 50.3% | 61.2%-10.9pp | 69.0%-18.7pp | 70.7%-20.4pp |
| Annual return | 13.03% | 16.69%-3.7pp | 134.58%-121.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,075 | $2,517+22.2% | $3,373-8.8% | $3,740-17.8% |
| Admin fee / account holder | $13 | $521-97.5% | $5,960-99.8% | $513-97.4% |