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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 | $55,839 | $51,226+9.0% | $82,744-32.5% | $66,938-16.6% |
| Participation rate | 69.2% | 67.9%+1.3pp | 72.6%-3.4pp | 69.8%-0.6pp |
| Annual return | -15.12% | -9.61%-5.5pp | 702.22%-717.3pp | 1.58%-16.7pp |
| Employer contribution / active EE | $4,289 | $2,612+64.2% | $3,008+42.6% | $2,545+68.5% |
| Participant deferral / active EE | $2,987 | $3,460-13.7% | $4,395-32.0% | $4,238-29.5% |
| Admin fee / account holder | $0 | $416-100.0% | $5,325-100.0% | $594-100.0% |