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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,713 | $60,261-39.1% | $81,783-55.1% | $74,546-50.8% |
| Participation rate | 66.3% | 62.9%+3.5pp | 72.4%-6.0pp | 67.2%-0.9pp |
| Annual return | 15.44% | 16.88%-1.4pp | 775.05%-759.6pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $770 | $2,622-70.6% | $2,913-73.6% | $2,624-70.6% |
| Participant deferral / active EE | $4,312 | $3,388+27.3% | $4,320-0.2% | $4,347-0.8% |
| Admin fee / account holder | $30 | $1,482-98.0% | $7,380-99.6% | $1,944-98.5% |