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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 | $26,583 | $65,440-59.4% | $98,506-73.0% | $85,851-69.0% |
| Participation rate | 37.3% | 65.0%-27.7pp | 73.3%-36.0pp | 69.3%-32.0pp |
| Annual return | 12.60% | 21.75%-9.2pp | 1494.92%-1482.3pp | 318.63%-306.0pp |
| Employer contribution / active EE | $766 | $2,169-64.7% | $2,961-74.1% | $2,565-70.2% |
| Participant deferral / active EE | $1,409 | $3,168-55.5% | $4,277-67.0% | $3,952-64.3% |
| Admin fee / account holder | $0 | $4,596-100.0% | $5,955-100.0% | $6,261-100.0% |