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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 | $68,117 | $63,768+6.8% | $98,477-30.8% | $79,393-14.2% |
| Participation rate | 67.5% | 69.9%-2.4pp | 73.3%-5.8pp | 70.7%-3.2pp |
| Annual return | 28.04% | 626.18%-598.1pp | 1493.59%-1465.5pp | 116.87%-88.8pp |
| Employer contribution / active EE | $4,012 | $2,558+56.9% | $2,961+35.5% | $2,428+65.3% |
| Participant deferral / active EE | $2,986 | $3,305-9.6% | $4,276-30.2% | $4,046-26.2% |
| Admin fee / account holder | $0 | $516-100.0% | $5,951-100.0% | $627-100.0% |