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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 | $29,575 | $51,223-42.3% | $82,763-64.3% | $66,949-55.8% |
| Participation rate | 58.8% | 67.9%-9.1pp | 72.6%-13.8pp | 69.8%-11.0pp |
| Annual return | -0.39% | -9.85%+9.5pp | 702.45%-702.8pp | 1.57%-2.0pp |
| Employer contribution / active EE | $699 | $2,611-73.2% | $3,008-76.8% | $2,545-72.6% |
| Participant deferral / active EE | $3,953 | $3,460+14.2% | $4,395-10.1% | $4,239-6.7% |
| Admin fee / account holder | $23 | $415-94.5% | $5,325-99.6% | $594-96.2% |