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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 | $69,162 | $58,292+18.6% | $86,640-20.2% | $71,511-3.3% |
| Participation rate | 56.6% | 65.0%-8.5pp | 71.7%-15.2pp | 67.9%-11.4pp |
| Annual return | 17.51% | 21.63%-4.1pp | 592.52%-575.0pp | 28.86%-11.3pp |
| Employer contribution / active EE | $4,505 | $2,574+75.0% | $3,024+49.0% | $2,589+74.0% |
| Participant deferral / active EE | $3,197 | $3,438-7.0% | $4,438-28.0% | $4,291-25.5% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,616-100.0% | $1,588-100.0% |