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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 | $60,393-39.2% | $81,820-55.1% | $74,429-50.7% |
| Participation rate | 66.3% | 62.9%+3.4pp | 72.4%-6.0pp | 67.2%-0.9pp |
| Annual return | 15.44% | 16.89%-1.5pp | 777.93%-762.5pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $770 | $2,626-70.7% | $2,915-73.6% | $2,625-70.7% |
| Participant deferral / active EE | $4,312 | $3,397+26.9% | $4,323-0.2% | $4,348-0.8% |
| Admin fee / account holder | $30 | $1,491-98.0% | $7,391-99.6% | $1,944-98.5% |