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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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,378 | $43,333-92.2% | $59,883-94.4% | $64,181-94.7% |
| Participation rate | 22.7% | 69.2%-46.5pp | 74.7%-52.0pp | 69.6%-46.9pp |
| Annual return | 1.15% | -1.55%+2.7pp | 3.46%-2.3pp | 7.63%-6.5pp |
| Employer contribution / active EE | $15 | $2,029-99.2% | $2,722-99.4% | $2,381-99.4% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1 | $3,006-100.0% | $3,591-100.0% | $4,887-100.0% |