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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,029 | $80,177-95.0% | $123,894-96.7% | $57,658-93.0% |
| Participation rate | 63.0% | 74.4%-11.4pp | 81.4%-18.4pp | 70.2%-7.2pp |
| Annual return | 28.65% | 17.90%+10.7pp | 47.52%-18.9pp | 5.13%+23.5pp |
| Employer contribution / active EE | $1 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |