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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $17,608 | $42,546-58.6% | $71,796-75.5% | $55,167-68.1% |
| Participation rate | 14.0% | 59.1%-45.1pp | 69.1%-55.1pp | 69.0%-54.9pp |
| Annual return | 6.86% | 12.36%-5.5pp | 78.04%-71.2pp | 169.23%-162.4pp |
| Employer contribution / active EE | $205 | $803-74.5% | $1,924-89.3% | $1,963-89.6% |
| Participant deferral / active EE | $303 | $2,064-85.3% | $2,794-89.2% | $3,054-90.1% |
| Admin fee / account holder | $26 | $650-96.0% | $4,815-99.5% | $504-94.8% |