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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 | $97,400 | $64,705+50.5% | $62,929+54.8% | $67,986+43.3% |
| Participation rate | 47.7% | 65.6%-17.9pp | 73.1%-25.4pp | 57.2%-9.5pp |
| Annual return | 17.46% | 20.31%-2.8pp | 1063.93%-1046.5pp | 31.67%-14.2pp |
| Employer contribution / active EE | $1,568 | $2,376-34.0% | $2,505-37.4% | $2,019-22.3% |
| Participant deferral / active EE | $6,632 | $3,198+107.4% | $3,888+70.6% | $3,358+97.5% |
| Admin fee / account holder | $5 | $1,428-99.7% | $5,065-99.9% | $3,203-99.9% |