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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 | $70,463 | $80,005-11.9% | $140,019-49.7% | $55,725+26.4% |
| Participation rate | 27.1% | 87.0%-59.9pp | 87.5%-60.4pp | 70.9%-43.8pp |
| Annual return | 0.80% | 0.46%+0.3pp | 651.17%-650.4pp | 244.93%-244.1pp |
| Employer contribution / active EE | $8,738 | $3,403+156.8% | $5,605+55.9% | $2,078+320.5% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $48 | $116-58.4% | $10,705-99.6% | $115-58.2% |