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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 | $38,667 | $77,816-50.3% | $123,552-68.7% | $64,173-39.7% |
| Participation rate | 55.6% | 74.7%-19.2pp | 82.3%-26.7pp | 69.6%-14.0pp |
| Annual return | 11.64% | 12.49%-0.8pp | 119.20%-107.6pp | 7.63%+4.0pp |
| Employer contribution / active EE | $1,705 | $3,014-43.4% | $4,628-63.2% | $2,381-28.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,285-100.0% | $4,887-100.0% |