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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.
Annual investment return 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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,281 | $57,976-92.6% | $63,018-93.2% | $62,293-93.1% |
| Participation rate | 15.1% | 75.9%-60.8pp | 74.8%-59.7pp | 69.5%-54.4pp |
| Annual return | 0.59% | 17.54%-17.0pp | 87.62%-87.0pp | 28.90%-28.3pp |
| Employer contribution / active EE | $5 | $2,415-99.8% | $2,761-99.8% | $2,042-99.7% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,330-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $276-99.7% | $3,601-100.0% | $479-99.8% |